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Our Mission


  Investment Banking

To help local and global executives and entrepreneurs grow their businesses so they can create jobs, offer customers better products and services, realize personal satisfaction and wealth, and fund programs that make the world a better place with peace, concordia and prosperity.

•  Real Estate

To develop modern residential properties that make the city we live a better place, and to provide cost-efficient real estate transaction services to make the real estate market more transparent and less intimidating.

  Cross-Border Services

To challenge the asymmetric information and facilitate the resources flow within and across the borderline. 


Our Values


• Integrity

In all our work, we subscribe to the simple credo of saying what we will do and doing what we say.


We hold ourselves and our clients to extraordinarily high standards of performance, ethics, and accountability.

Our Client Promises


•  We Honor Your Journey

We are present with and for You. We have the ultimate respect for those that embark on the great “hero’s journey” of business. With each and every client, we embrace our mission of helping executives and entrepreneurs – with all kinds of ambitions, objectives, goals, dreams, and visions – to succeed.

•  We Deliver Quality Results

We are result oriented.  We take care to do and create things right.

  We Are a Team

We embody and utilize the royal “WE”, not the pedestrian “I.” We recognize that we all stand on each other’s shoulders in doing great work, in accomplishing great things.

•  We Are Financial Engineers

We innovate and engineer financial products to accommodate each client’s unique situation and specific challenge.

•  We Are Efficient

Brevity and timeliness are high virtues. We define and adhere to project roles, responsibilities, and timelines. We “get on with it,” and effectively utilize technology to collaborate, to connect, and to complete in transparent, real-time manners.

•  We are Opportunistic and Strategic

We find that fine balance between the “fierce urgency of now” to complete tasks and to-do lists, and the longer, strategic view of building value over time.

Our Service Members 


Business or service that is related to securities offering  or investment banking will be provided through CBC Securities Inc, Member FINRA/SIPC.  Business or service that is related to real estate will be provided through  CBC Realty Inc, a real estate broker firm that is licensed in the state of Massachusetts and is also an active real estate developer.  Our international arm, CBC Global Inc, together with its two sibling USA companies CBC Securities Inc and CBC Realty Inc are owned by their parent company, Concordia Boston Capital Inc.