Accredited Investors

Are you paying for advice or attendance?

Although 94% of high net worth investors describe having a financial advisor who understands their goals and needs as ‘very important,’ nearly one-third are not sure their current advisor is that.

The reality is that the majority of investors have no idea if their advisor is truly doing the best job of helping them reach their goals, and instead wonder:

• Does my advisor choose the best investment options available to meet my goals?
• Does my advisor take responsibility for my financial well-being?
• Are the fees charged in line with the level of expertise my advisor possesses?

Truth be told, until now there has not been a manner to measure advisor skill. That is why CFC created Folioscore, a process of accurately auditing and monitoring how your advisor manages investment decisions necessary to achieve your goals.

It's about YOU, not the Market

Folioscore is not about timing the market or picking winners, it is designed to assist high net worth investors monitor their advisors and achieve goals. It is built under a simple premise – high net worth investors are more interested in wealth preservation and income generation than beating an arbitrary market index.

Folioscore’s unique audit process evaluates how well your portfolio is positioned to achieve your definition of success, providing insight into whether your advisor truly understands your goals and needs and has the skill to implement. The system is the first of its kind to accurately analyze portfolio construction relative to an investor’s goals. CFC can then monitor and track portfolios over time to see if your advisor remains engaged and value added.

For accredited investors who qualify, CFC offers a Folioscore audit free of charge.