866.275.3345 info@cbuteam.com

Industry-Leading Investment Management Made Simple.

We partner with Foundations Investment Advisors, one of the top 20 fastest growing RIAs in the country to ensure asset management is easier than ever for you. With major connections and exclusive portfolios, Foundations can help you streamline your process and provide you the investment support you and your clients need.

Assets Under Management

Imagine blending AUM with
FIAs in one plan

Latest Technology

Advisor-tailored, fully-integrated financial technology

The Premier Platform

A platform focusing on higher returns with less risk

Portfolio Management

Tactical / Passive / Core Satellite / Stock


Web / Digital / Social Media / Print

Fintech Suite

Integrated Financial Technology

Advisor Support

Operations / Compliance / Training


Brand / Development / Identity / Collateral

Financial Planning & Case Design

Blending AUM with FIAs in one plan