WE BUILd PROSPERITY AND PROTECT PEACE OF MIND.

For the past 10 years, CFM has worked to support the financial freedom of over 100 individuals, families, and business owners. We are committed to providing value-based investment strategies and portfolio management services for the long-term investor, whether you are building investments for the future or are already retired.

Each portfolio is modeled after the ideals of value investors such as Warren Buffet, David Swensen, and Jeremy Siegel. We use low-cost, time-tested investment strategies that consistently deliver a high-yield.

As the global marketplace for investment products and securities becomes more expensive, complex and increasingly volatile, we offer our clients something unique: simplicity and security.

WE WORK SOLELY FOR YOU.

At CFM, we have chosen Schwab Institutional to be the custodian of our clients' assets. This arrangement provides you with a financially sound, independent third party to hold your money and securities.

Since we receive no securities product commissions or corporate incentives, our investment recommendations are influenced solely by a desire to see you profit. This means you get unbiased investment insight, and an adviser who both understands and is aligned with your financial goals.

WE KEEP IT SIMPLE—AND EFFECTIVE.

Developing asset allocation models based on each client’s unique risk tolerance, we balance every portfolio to both equities and fixed income products. We primarily use low-cost (or “no load”) stock and bond funds whose managers, expense ratios, turnover, assets under management and performance ratings are continually monitored.

We also scrutinize all investment-related charges to find you the lowest cost—and highest quality—securities. Saving money on investment costs ensures a higher overall investment return.

CFM IS A REFUGE IN AN INCREASINGLY VOLATILE GLOBAL SECURITIES MARKETPLACE.

Bennett Cale President

Bennett Cale

President

Bennett has been an investment advisor for over 20 years. He founded and has served as president of CFM since 2006. Prior to founding CFM, he worked as an investment advisor for Tow Financial Advisors, a financial planner for the AFP Group and an investment advisor for Royal Alliance Associates. Bennett holds a BA from Columbia University in New York and studied Financial Planning at UCLA.

 
Tess Hanson DeLisa Client Services

Tess Hanson DeLisa

Client Services

Tess joined CFM in 2012. Prior to entering the field of financial services, Tess worked in academic research as a program manager and biostatistician. She received her BA from the University of California, Berkeley, holds an MPH from Johns Hopkins University and studied Financial Planning at Northwestern University.