Wealth Management

  

  • Actively Managed Portfolios

 

  • Individualized Servicing within Group Retirement Plans

 

  • Portfolios that are Responsive to the Ever Changing Market Conditions

 

  • Portfolios that take into account Your Goals , Your Risk Tolerance and Your Time Horizon

 

CFS continually evaluates independent investment advisory firms that offer professionally managed models for higher education clients.  These firms can bring the following to our clients’ portfolios:

 

·         Targeted Allocation Models based on

o   Multiple Asset Classes

o   Multiple Market Segments

·         Allocation Adjustments

·         Investment Committee Management

·         Meaningful Diversification

·         Rebalancing

·         Risk Management

·         Institutional Investment Techniques Customized to the Individual Investor

 

In the end, CFS compares and monitors investment advisory firms for our clients to help them determine which firm may be right for their particular situation.

 

Asset Allocation seeks to maximize the performance of your investment portfolio using diversification and disciplined investing. Diversification can be thought of as spreading your investment dollars into various asset classes to add balance to your portfolio. Although using an asset allocation methodology does not guarantee greater returns or against the risk of loss in a declining market, it may be able to reduce the volatility of your portfolio.