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CFAL’s Family of Funds offer a diverse range of investment objectives suitable for all investors. Our funds attempt to capitalize on the opportunities available across the entire asset-class spectrum from domestic stocks and bonds to money market instruments. All of our Funds are managed by an experienced, in house financial management team who constantly monitor the securities environment, and are committed to delivering superior time proven principles of fundamental investing.
Benefits

  • Our Funds are very liquid and offer returns that are highly competitive in the domestic capital markets. They can provide an excellent investment management and or cash management tool for your company.
  • You have access to our qualified team of investment professionals, who make secure investments, constantly monitoring Fund performance and are fully supported by our experienced research department.
  • Our Funds provide for diversified portfolios each designed with a specific objective in mind. These portfolios can be customized to meet your unique needs and reflect current market and socio-economic conditions.

CFAL Balance Fund: The Balance Fund is a mutual fund that offers investors the opportunity to invest in a diversified balanced portfolio of equity and fixed income securities to preserve capital value and produce long term income and capital appreciation. The Fund is ideal for investors seeking to achieve returns from a balanced mix of equities and fixed income assets, to achieve long-term goals such as paying for college or retirement.

CFAL Money Market Fund: The Money Market Fund is a professionally managed mutual fund which seeks to achieve safety of principal and liquidity, while providing returns that are highly competitive with local bank deposit rates. This solid performer to date has offered a 5% annualized rate of return. The Fund is ideal for conservative investors who do not want to be exposed to excessive risk.

CFAL Bond Fund: This Fund is designed to achieve long-term capital growth with relative security of capital. Its flexible investment strategy enables the Fund to seek income opportunities that maximize returns as market conditions change. The Fund is best suited for investors who require a relatively secure investment with low volatility, and who may desire income on a regular basis.

CFAL Growth Fund: The Growth Fund is designed for investors seeking long-term appreciation from a diversified, actively managed portfolio of equity securities. Investing in this Fund can attain long-term.

 
     
     
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CFAL Advisor - Volume 9, May 2008
CFAL Advisor - Volume 8, January 2008
CFAL Advisor - Volume 7, October 2007
CFAL Advisor - Volume 6, July 2007
CFAL Advisor - Volume 5, April 2007
CFAL Advisor - Volume 4, January 2007
 
 
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