SERVICES WE OFFER

We invite you to browse through our website. You find that you will be extremely impressed by the kind of work we can do for you.

Investment Management

Asset allocations are designed for your specific financial circumstances. CFM will help you design an asset allocation (specific amounts of cash, stocks, and mutual funds) that is optimized for your specific

Financial Planning

Our hourly, as needed services are a perfect match for self-directed investors who may simply need a second opinion regarding the state of their financial affairs, young couples and individuals just starting out

Philosophy

Orthodox portfolio management has become too complex. Investment advisors are slicing and dicing client portfolios into far too many asset classes. The same is true for individual investors. Large cap growth, mid cap value