CFS

CFS is a State Registered Investment Advisory company formed in 2004. Barry Copeland is the President, owner, and sole proprietor of the firm... At CFS, we actively manage stock portfolios, constructing a portfolio-management strategy for each client that is best suited to his or her age, financial goals, and risk tolerance. During the initial interview with any client, we ask the client to complete a detailed questionnaire to help us determine their investment goals and risk tolerance. Then we tailor the investment portfolio in accordance with those results. We seek to maximize investment opportunities, minimize risk, and deliver superior service... At CFS, we tend to hold the same set of stocks, ETFs, and mutual funds in our own personal portfolios that we suggest or purchase for the portfolios of our clients. With very few exceptions, we "eat our own cooking".