CAF Investments LLC provides ongoing portfolio management based on individual client goals and risk tolerance. They create an investment policy statement for each client. Services include investment strategy, asset allocation, and regular portfolio monitoring. CAF Investments also offers financial planning covering investments, insurance, retirement, college, and debt/credit planning. They primarily recommend mutual funds, fixed income, equities, and ETFs, focusing on undervalued investments.
Fee Structure
CAF Investments charges a one-time $490 setup fee for new clients to cover onboarding and financial planning work. In addition, they charge an annual fee of 2.00% of your portfolio. These fees are negotiable. For qualified clients, they also charge a 30% performance fee based on capital appreciation.