Established in 1985, COFI uses a personalized and simplistic approach to help direct our client’s portfolio to their appropriate asset allocation. With all of the news lately about Wall Street bailouts, golden parachutes and enormous bonuses, it is our promise that COFI will ensure that your investments are managed to generate wealth for you, not us or Wall Street. In line with our core values, and unlike a majority of other Wall Street firms and advisory services, we use, and recommend, a low cost global based indexing approach to reduce risk and maximize return.
COFI has services for both a fee-only advisory service and a fee based management service. Our fee-only advisory service offers a free initial interview as well as complete portfolio review and recommendations based on your financial goals. Our management service offers a turn-key approach for investing in which, based on your goals, we manage your portfolio from accumulation to withdraw. Refer to the services section for more information on our fee-only service and our management service.
