In our ever changing market environment individuals often need qualified investment advice to ensure the preservation and growth of their assets. At CFAL we can provide equity, fixed income or balanced portfolios that are tailored to your specific goals and constraints. We can develop a written investment policy that incorporates both investment and advisory components that serves as the basis of the portfolio management process. We strive to understand your long-term goals, income requirements, risk tolerance, and other key considerations.

In addition to periodic meetings with portfolio managers, our clients receive periodic performance evaluations and detailed portfolio appraisals. Our complete suite of investment management services include:

• Asset allocation advice based on our proprietary investment strategy
• Personal investment advisory services
• Private label investment opportunities

Our Brokerage Services

CFAL provides a comprehensive array of brokerage services to investors in our domestic market. Our combination of competitive rates and outstanding professional service set us apart from other brokerage firms.

What is a Brokerage Account?

A brokerage account is the easiest way to buy and sell shares in a public or private Bahamian Company or Bonds issued by the Bahamas Government or Company It is a holding account, which conveniently places all of your investments into one location, which makes the trading of securities and the tracking of their performance easier.

Standard Brokerage

A CFAL Standard brokerage account is our basic brokerage account. It facilitates specific investing orders directed by the client. (This is strictly a trading relationship and not an advisory one). There is no minimum balance requirement, and you will receive a quarterly portfolio appraisal that includes activity summaries, as well as specific investment holdings and your transaction history.

Investment Management Account

This holding account is actively managed by a CFAL investment professional who will give you advice and if permitted will be able to manage your investments for you given agreed upon trading constraints. This type of account generally requires a minimum of $50,000 worth of assets under management because of the level of service and higher fees associated with this type of account. Your personal Investment Advisor monitors portfolio performance and will provide you with detailed quarterly analyses.

Benefits

Ease of trading: No more power of attorney forms or letters of instructions or signature guarantees. Just give us your instructions and we effect the trade.

Access to Information: Our analysts follow the market and constantly track company values as well as economic data to assist in making your investment choices

• Client communications — Email update, quarterly newsletter, company valuations and recommendations.
• Access to private deals — Transaction that may be restricted to a small group of select investors or clients of CFAL