An increasingly complex and interconnected world presents investors with many questions. Answers can be hard to find. CFCOR is a full-service asset manager providing investment and sub advisory services to individual investors, financial advisors and institutions across the globe. We offer a comprehensive range of active and passive investment styles and capabilities across both traditional and alternative asset classes. Working together with clients, we believe the combination of our local focus and global reach puts CFCOR in a unique position to create meaningful solutions to our clients’ most pressing investment challenges.
A client-focused investment manager
Investors need an asset manager who won’t be swayed by the short-term fluctuations of a volatile market place. At CFCOR, our deep investment knowledge means we can provide the understanding and flexibility required to meet our clients’ investment goals. Drawing on the breadth and depth of our capabilities and our global reach, we turn challenges into opportunities and deliver holistic solutions to a diverse client base. Not only are we skilled in traditional asset classes and investment styles, we are also a world leader in alternatives and passive strategies, such as single and multi-manager hedge funds, cryptocurrencies, infrastructure and private equity. Our teams have distinct viewpoints and philosophies but they all share the goals of finding the answers investors need and delivering superior investment performance.
If you can dream it, you can live it.
Stop for a moment and ask yourself, “What are the things that really matter to me?” The answers are likely to go far beyond stocks, investing and money. They might include your family, legacy, values and more. Go ahead, bring us all your challenges and ambitions.
Because, no matter what comes your way, we reimagine advice to turn your possibilities into a plan—for you, your family and the world.
Wealth management includes a variety of services, including tax planning, retirement planning, estate planning, and many other. These services can be beneficial for both high- or ultra-high-net worth individuals. The wealth management advisory services help people to create financial plans to achieve their financial goals. These professionals offer investment advice to help clients choose the right securities.
A strategic partner to clients
You need a Wealth manager who won’t be swayed by the short-term fluctuations of a volatile market place. At CFCOR our deep investment knowledge means we can provide you with the understanding and flexibility you need to meet your investment goals. Our thinking is solutions-based. Not only can we offer extensive insight and expertise across the traditional asset classes and investment styles, we are also a world leader in passive strategies and alternative investments, which encompass single and multi-manager hedge funds, cryptocurrencies, infrastructure and private equity. If you are looking for a multi-asset approach, our traditional and alternative offerings can be combined to create a custom solution. We can also support you with investment and risk advisory services. These strategies and services are offered to a broad range of clients and their investment consultants including: corporate, public and private pension plans, endowments and foundations, insurance companies, and, financial institutions. We also provide dedicated advisory, investment and training solutions for sovereign clients such as governments and central banks.
Margin lending at CFCOR is a flexible line of credit that can be used for almost any investment purpose with us. This is a service only provided to Qualified Investors.
If you already have an existing, eligible CFCOR online investing and trading account, funded with at least $250,000 in cash, cryptocurrency or margin eligible securities, you can easily apply for a margin account.
The margin rate you pay is the current CFCOR Base Lending Rate (BLR) plus a supplementary percentage or “spread” based on (1) your average daily loan or debit balance; and (2) the value of assets and liabilities within your “Relationship Group”. The applicable margin interest rate is adjusted weekly with reference to commercial interest rates and market conditions.
Ways to use Margin: Investment financing, overdraft protection, short term borrowing.
Margin cannot be added to Retirement Accounts.
CFCOR Self‑Directed received 5 out of 5 stars for trading platform from GeekWallet.
Take control of your investments. Easily trade and manage investments yourself with CFCOR. Buy, sell and manage with ease over 1000+ major global assets across a multitude of classes, Qualified Investors can reach over 10,000+ products. With our specialized trading platforms, research tools and 24/7 support you can rest assured your personal investment goals can be reached.
$0 commission on online trades reflects our commitment to make investing accessible to everyone. Plus, no trade minimums, no account minimums, and a Satisfaction Guarantee.
Amplify your profits and reach your goals quicker with leveraged trades
Leverage is a key feature of CFD (Contracts for Difference) trading and can be a powerful tool for a trader. You can use it to take advantage of comparatively small price movements, ‘gear’ your portfolio for greater exposure, or to make your capital go further.
What is leverage? Leverage is an investment tool that offers a trader greater market exposure with a small amount of initial capital – traders fund only a portion of their position value and borrow, or leverage, the rest from their broker. Although you only pay a small initial deposit, your profit or loss will be based on the total value of the chosen position.
Example: Leverage set is 1/50, for each dollar invested $50 would be traded. A $10,000 investment and trade is made which doubles at some stage – $10,000 x 50 = $500,000 which would be the gains.
Depending on investor qualification we can offer leverage as high as 1/100. Standard leverage for Individual Trading accounts begin at 1/10.
Save time and money – leave the stress to our tax experts
Nearly all investments in virtually every country is subject to a form of Capital Gains Tax which varies upon jurisdiction. It can be a criminal offense to not report Capital Gains and to not pay required taxes. You never have to worry about that if you are enrolled in our in-house Tax Program. Our qualified advisors and CPAs will prepare everything prior to necessary Tax Filing date. CFCOR also provides complete tax services, advice and filing for clients not trading.
Currently this benefit is exclusive to those reporting in: UK, Australia, New Zealand and Singapore. If you are not filing taxes within those regions, yet require advice or services handling your required taxes, please talk to a Representative.
Trading in Forex & CFD’s carries a high level of risk and can result in the loss of all your investment funds. As such, Forex & CFD’s may not be appropriate for all investors. You should not invest money that you cannot afford to lose. Before deciding to trade, you should become aware of all the risks associated with Forex and CFD’s and seek advice from an independent and suitably licensed financials advisor. Please ensure you read our terms & conditions carefully before making Forex & CFD’s investments. It is the responsibility of all visitors to the website to ensure that their interaction with the website is strictly within the frame of the law and corresponds to the strictures enforced in their own country of residence. Under no circumstances shall we any liability to any person or entity for (a) any loss or damage in whole or part caused by, resulting from, or relating to any transactions related to Forex and CFD’s or (b) any direct, indirect, special, consequential or incidental damages whatsoever. - CFCOR
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