Investments

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.

Investment Strategies:
  • Select Managers Approach – Using our proprietary process, we identify the top managers in each asset class and build diversified portfolios customized to your objectives.
  • Dimensional Structured Portfolios - Dimensional Fund Advisor (DFA) Global portfolios that are fully diversified and designed to bridge the entire risk-reward spectrum.
  • Core Equity Portfolios - A high quality U.S. Large Cap core comprised of individual stocks, enhanced by mutual funds and exchange-traded funds for global diversification.
  • Enhanced Income Portfolios - A conservative option for investors seeking a higher level of current income in today’s challenging interest rate environment.           
  • ESG Diversified Portfolios - Designed for investors who are seeking a portfolio that invests in companies on a global basis that show a commitment to Environmental, Social and Governance leadership.           

 G Blyth

Team of advisors
We have a team of advisors dedicated to you, providing holistic education and advice when you need it.

 reviews

Regular reviews
We will meet with you regularly to review your strategy, making adjustments based on changes in your life.

 
Rebalancing

Portfolio rebalancing
This will help maintain your asset allocation and maximize the likelihood of reaching your goals.

Oversight

Oversight
Our highly credentialed Investment Committee oversees the process to ensure we deliver on our high standards.

 

Discover the CNTF difference.

The financial advisors of Canandaigua National Trust Company of Florida (CNTF) offer trust and estate services, investment management solutions, IRAs, and fiduciary services to Greater Sarasota and Florida West Gulf Coast communities.


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.

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.

Investment Strategies:
  • Select Managers Approach – Using our proprietary process, we identify the top managers in each asset class and build diversified portfolios customized to your objectives.
  • Dimensional Structured Portfolios - Dimensional Fund Advisor (DFA) Global portfolios that are fully diversified and designed to bridge the entire risk-reward spectrum.
  • Core Equity Portfolios - A high quality U.S. Large Cap core comprised of individual stocks, enhanced by mutual funds and exchange-traded funds for global diversification.
  • Enhanced Income Portfolios - A conservative option for investors seeking a higher level of current income in today’s challenging interest rate environment.           
  • ESG Diversified Portfolios - Designed for investors who are seeking a portfolio that invests in companies on a global basis that show a commitment to Environmental, Social and Governance leadership.

G_Blyth

Team of advisors
We have a team of advisors dedicated to you, providing holistic education and advice when you need it.

 
 reviews

Regular reviews
We will meet with you regularly to review your strategy, making adjustments based on changes in your life.

 
rebalancing

Portfolio rebalancing
This will help maintain your asset allocation and maximize the likelihood of reaching your goals.

 
oversight

Oversight
Our highly credentialed Investment Committee oversees the process to ensure we deliver on our high standards.

 

Discover the CNTF difference.

The financial advisors of Canandaigua National Trust Company of Florida (CNTF) offer trust and estate services, investment management solutions, IRAs, and fiduciary services to Greater Sarasota and Florida West Gulf Coast communities.


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.

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