Our Commitment

Investing with CFA

It starts with our commitment to a client-centric relationship facilitated by our independent broker-dealer model. Absent are the arbitrary sales goals or contractual obligations which allows us to focus our solutions to what’s most important; you the client.

It continues with a financial suitability assessment; a process designed to uncover client goals, expectations, and time horizon. A dynamic “free-flow” of information and ideas are the foundation to understanding what’s most important; you the client.

It culminates with access to unique portfolio designs. Our firm brings to bear institutional diversification strategies using enhanced allocation solutions. Our mission is to focus on the investment needs of our most valuable asset; you the client.