CFS Capital Management, LLC
Physical Address:
143 Union Blvd., Suite 780
Denver, CO 80228
Lakewood, CO
303.940.7777 or fax at 303.424.3099
www.cfscap.com
Based out of Colorado, CFS Capital Management's executive team has a combined business and investment experience of over seventy years. They have under their employ
some of the best currency traders in the world. While CFS itself does not make trades or trading decisions, it does monitor the trading results of its advisors and makes changes in the trader "mix" when necessary.
While the last several years have seen a rise in popularity of online trading platforms that allow investors to become directly involved in Forex, the average investor normally does not have the time to follow the currency markets and world events to the same extent as
professional currency traders.
With CFS's managed accounts, traders do all the work and make the decisions, so clients do not have to rely upon the advice of a broker or analyst who is trying to pick one stock or mutual fund out of the thousands available. However, CFS does offer a CFS Trading Platform to those clients interested in trading and managing their own investments.
CFS offers its investors a relatively low investment threshold, multiple portfolio risk options, a carefully created mix of trading advisors, management that reviews the portfolios on a daily basis, and independent sales representatives trained in foreign exchange and are available in person or via telephone to discuss financial opportunities. Additionally, CFS's managed Forex accounts can be held in personal retirement accounts (IRAs) and other eligible plans.
Commissions: Yes. Commissions of a maximum of 2 pips on currency trades; annual management fee equal to 0.5% of assets under management; and an incentive fee of 10% of all trading profits made by clients above the invested amount.
Demo Available: Yes
Encryption: Yes
Penalties: Early termination penalties of 3% during the first 2 months, 2% in the next 2 months, and 1% for termination after 4 months but before 6 months. After 6 months early termination penalties no longer apply.
Products: Futures, Foreign Exchange, Metals, Equities, Options, Managed Accounts, Hedge Funds, Mutual Funds, and Fixed Income.
Regulated by CFTC: No
Software: The Broker's Desk |