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.

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

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

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

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.

Canandaigua National Trust Company of Florida is an affiliate of Canandaigua National Bank & Trust. This material is provided for general information purposes only and is not a recommendation or solicitation to buy or sell any particular security, product or service. Investments are not bank deposits, are not obligations of, or guaranteed by Canandaigua National Bank & Trust, or Canandaigua National Trust Company of Florida and are not FDIC insured. Investments are subject to investment risks, including possible loss of principal amount invested. Investments 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 insured by the FDIC or any other agency of the United States, Canandaigua National Trust Company or OBS Financial Services, Inc.; are not deposits or other obligations of or guaranteed by Canandaigua National Trust Company or OBS Financial Services, Inc.; and 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.

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.

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

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

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

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

Discover the CNTF difference.

Canandaigua National Trust Company of Florida is an affiliate of Canandaigua National Bank & Trust. This material is provided for general information purposes only and is not a recommendation or solicitation to buy or sell any particular security, product or service. Investments are not bank deposits, are not obligations of, or guaranteed by Canandaigua National Bank & Trust, or Canandaigua National Trust Company of Florida and are not FDIC insured. Investments are subject to investment risks, including possible loss of principal amount invested. Investments 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 insured by the FDIC or any other agency of the United States, Canandaigua National Trust Company or OBS Financial Services, Inc.; are not deposits or other obligations of or guaranteed by Canandaigua National Trust Company or OBS Financial Services, Inc.; and 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.