Prosperity and Peace of Mind
Independent, fee-only investment advice and a conservative, long-term approach. Each portfolio is designed using the insight of value investors like Warren Buffet, David Swensen and Jeremy Siegel—three of the most successful investors in the world.
Trust and Transparency
CFM is independent of any bank, insurance company, or securities broker dealer; we work solely for you. We receive no securities product commissions or other corporate incentives that might otherwise influence investment recommendations. Your success is our success.
Simplicity and Security
Sometimes simplest is best: CFM is a refuge in an increasingly volatile global securities marketplace. We only buy high quality securities that operate with extremely low underlying costs. On average, we hold less than 20 positions in each account while still providing you the security of a well-diversified portfolio.