CFCI

When constructing an investment mix to achieve each client's individual objectives, we select from a wide range of appropriate alternatives.  When executing trades, our access to institutional bond pricing enables us to achieve a cost advantage for the benefit of our clients.  

Actions such as these undoubtedly demonstrate our commitment to delivering superior results for our clients.  

At CFCI, we view ourselves as a trusted, long-term partner, not a group that just handles one-time transactions.  We monitor our clients' portfolios on an ongoing basis, ensuring each evolves with their changing needs and personal circumstances.  Our team of skilled professionals is dedicated to serving the best interests of our clients, today and for the many tomorrows to come.  

* Not affiliated with JW Cole. 

• Advisory services are provided by Comprehensive Financial Consultants Institutional, Inc. (“CFCI”). CFCI is registered with the U.S. Securities and Exchange Commission (SEC) and only transacts business in the U.S. in states where it is properly notice filed or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by the SEC or any other securities regulator and does not mean the advisor has attained a particular level of skill or ability.

• Different types of investments involve varying degrees of risk. Past performance may not be indicative of future results. No current or prospective client should assume that the future performance of any specific investment or strategy will be profitable or equal to past performance levels. All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio. You should consult with a professional adviser to discuss your specific investment needs.

• CFCI is not engaged in the practice of law or accounting and any advice provided should not be construed as legal or accounting advice. The information discussed and presented herein is intended to serve as a basis for further discussion with your financial, legal, tax and/or accounting advisors. It is not a substitute for competent advice from these advisors.

• The information contained herein is based upon certain assumptions, theories and principles that do not completely or accurately reflect your specific circumstances. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any securities or investment advisory services where such an offer would not be legal. Furthermore, this material may contain certain forward-looking statements that indicate future possibilities. Due to known and unknown risks, other uncertainties and factors, actual results may differ materially. As such, there is no guarantee that any views and opinions expressed herein will come to pass.

• Newsletter content may be prepared by a third-party provider and not the adviser. Content should not be regarded as a complete analysis of the subjects discussed. Although we believe the content is reliable, it is not guaranteed as to accuracy and does not purport to be complete nor is it intended to be the primary basis for investment decisions.

• J.W. Cole Financial Representatives do not accept orders and /or instructions regarding your account by e-mail, voice mail, fax, or any alternative method.