Financial Freedom

Portfolio Management

We will manage your investments in the form of bonds, shares, cash, mutual funds and other instruments so that these earn the maximum return within your stipulated risk tolerance & time frame.

We offer both Discretionary and Non-Discretionary Portfolio Management Services.

  • The CUFMC Portfolio Management Service is designed based on your life-stage considerations, risk tolerance and time horizon.
  • Key investment strategies based on your unique goals and objectives
  • Access to your Personal Account Executive
  • Timely analysis and monitoring of your portfolio

We will establish an investment strategy, select appropriate investments and allocate each investment properly for a fund or asset-management vehicle.

We Will Assist You To

  • Determine your optimal investment mix
  • Match investment to your objectives
  • Balance Risk against performance (based on clients risk tolerance]

We will provide you with detailed and customised performance reporting on an agreed basis.

    What Our Clients Say About Us

    The CUFMC has been our strategic partner in providing wealth management products and services to our members..

    Sherie Nash-Seymour

    General Manager, Lascelles Employees Co-operative Credit Union Ltd. (LECCU)

    The CUFMC’s team, both at the leadership level and its staff, serves as a true reflection of a company that understands what is meant by “going the extra mile” to serve its clients.

    Elvis King

    General Manager, EduCom Co-operative Credit Union

    CUFMC has continued to be driven by a desire to serve the Credit Union’s best interests, rather than its own.

    Martin Blackwood

    General Manager, General Manager, PCCU & President of Credit Union Managers Association,