Here’s how it all started…

Co-founders Devin and Micah Weinstein bring their combined knowledge of public markets to advise clients on how to optimize their investment portfolios to meet their personal and financial objectives. Their experiences span across research, portfolio construction & management, and advisory services, which led them to discover the common inefficiencies across many investment strategies and portfolios.

This, ultimately, is what led them to produce a differentiated investment philosophy that emphasizes winning culture and unique business models that generate sustainable moats. They decided that by starting their own investment advisory firm, they could implement their strategy for all client-types, while providing transparency and simplicity in the investment process.

Company Values

  • We believe that long-term and successful relationships can only be built through trust and morality.

  • We believe success is derived from modesty and prioritizing self-improvement.

  • We love what we do for a living!

  • We take a no frills approach to business and investing.

  • We take a proactive approach to ensure clear information-flow with our clients and CBC team.