George W. Hamlin IV

Canandaigua National Bank & Trust Co. (CNB) manages discretionary, non-discretionary and diversified fund accounts. They actively manage customized portfolios that seek to capitalize on the opportunities created by economic changes. CNB employs a disciplined, systematic long-term investment approach that is designed to achieve both to preserve principal and generate income. They build diversified portfolios that are based on professional research and analysis of the equity and fixed-income markets. Portfolios' valuations and performance results are reported regularly and monitored continuously. CNB works with their clients to rebalance their portfolios as circumstances change.Through their Diversified Fund Accounts, CNB offers a variety of highly-diversified portfolios that cover the entire reward-risk spectrum. Each portfolio contains a standard, fixed, optimal, fully-diversified mix of the following components: (1) domestic large-cap stocks (2) domestic mid-cap stocks (3) domestic small-cap stocks (4) domestic micro-cap stocks (5) domestic real estate (6) international stocks (7) emerging markets stocks (8) domestic bonds and (9) foreign bonds. Each of the components represents a stand-alone asset class that is supported by a single index-like or passive mutual fund. CNB's approach is based on the principles of Modern Portfolio Theory. Each investor is fully-invested in the global capital markets. Stocks are selected from over 16,000 companies. Accounts are rebalanced annually to ensure that they remain in line with the client's individual investment objectives.

Canandaigua National corp At CNB, we focus on what's important - our customers. It's all about building, growing, and retaining relationships. For us, each customer relationship is an extension of our CNB family. We want you to feel at home when you enjoy our truly unique and personal banking experience, including sit-down tellers, free coffee, coin-counting machines, and Wi-Fi at our branches. We've grown along with the communities that we serve by offering a wide range of competitive banking options and the personal service that builds long-lasting relationships- ones not measured in years, but in generations. We are able to provide inviduals, businesses, municipalities, and not-for-profit organizations access to all of the financial services they'll ever need. And when people and businesses succeed, everyone benefits.

Canandaigua National Trust Co. of Florida operates as a non depository trust company. It offers personal, trustee, education, and advice services. The company was founded in 2009 and is headquartered in Sarasota, FL.