Chain Bridge Bank, N.A. serves clients that seek advice and recommendations for managing their financial assets. This service includes custody, so that in addition to receiving investment advice, clients are assured their financial assets are never the liabilities of a broker-dealer. Chain Bridge's wealth professionals can model portfolios based upon client concerns such as time horizon, risk tolerance, liquidity needs, and tax liabilities. Where possible, it will advise in favor of index funds that maximize diversification and minimize cost.
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