Investment Independence
Open Architecture
With a universe of over 30,000 investments to select from, you are ensured a diverse investment lineup. CFC utilizes mutual funds, exchange traded funds (ETF), Unit Investment Trust (UIT) and Collective Investment Trusts (CIT).
Ongoing Investment Reviews
CFC is on watch for you. We believe it is important to continuously monitor and proactively advise you on your plan.
Fiduciary and Investment Flexibility
As a Fiduciary, the investment selection process is an integral part of satisfying this responsibility. CFC is a true independent and is not influenced by banks, insurance companies or mutual fund complexes. At no point will CFC collect hidden revenue sharing or commission (soft dollar revenue).
Strategic Partners
