Canandaigua National Trust Company employs a disciplined approach to investment
management that can be tailored to fit your unique objectives. We adhere to the
fundamental investment principles that have guided us since 1919, while capitalizing on
the extensive world class research and tools available today.
This material is provided for general information purposes only. Canandaigua National Trust Company of Florida is an affiliate of Canandaigua National Bank & Trust. Investments are not FDIC insured, not bank deposits, not obligations of, or guaranteed by, Canandaigua National Bank & Trust or any of its affiliates, including Canandaigua National Trust Company of Florida. Investments are subject to investment risks, including possible loss of principal amount invested. Past performance is not indicative of future investment results. Before making any investment decision, please contact your legal, tax or financial advisor. Investments and services may be offered through affiliate companies.
Dimensional Structured Portfolios are managed by OBS Financial Services, Inc., an SEC Registered Investment Advisor, and are comprised of investments provided by Dimensional Fund Advisors, Inc. Investments are not FDIC insured, not bank deposits, not obligations of, or guaranteed by, Canandaigua National Bank & Trust, Canandaigua National Trust Company of Florida, OBS Financial Services, Inc., or any of their affiliates. Investments are subject to investment risks, including possible loss of the principal amount invested. For more complete information, including charges and expenses, contact your financial advisor for a prospectus. Read the prospectus carefully.