At CFS, we actively manage stock portfolios, constructing a portfolio-management strategy for each client that is best suited to his or her age, financial goals, and risk tolerance. During the initial interview with any client, we ask the client to complete a detailed questionnaire to help us determine their investment goals and risk tolerance.
Then we tailor the investment portfolio in accordance with those results. We seek to maximize investment opportunities, minimize risk, and deliver superior service. We are a fee-only advisory company. We collect no commissions of any kind, nor do we have commission agreements with any stock or mutual fund which we recommend.
Then we tailor the investment portfolio in accordance with those results. We seek to maximize investment opportunities, minimize risk, and deliver superior service. We are a fee-only advisory company. We collect no commissions of any kind, nor do we have commission agreements with any stock or mutual fund which we recommend.
Services
Interactive Brokers acts as the custodian for all CFS accounts. Interactive Brokers was chosen as our custodian because of the total transparency for all activity in the account. In addition to receiving comprehensive monthly reports, CFS clients can monitor the activity in their accounts on a real-time basis.
At CFS, we have a great respect for the general trend of the market as a whole. So we always begin with a look at how the S&P500, the NASDAQ, and the Dow Jones Industrial average are performing. During general uptrends, we tend to be fully invested. In general downtrends, or during periods of high market volatility, we tend to hold higher levels of cash.
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