Cruice Financial Organization Or Cfo Capital Management

CFO Capital Management, LLC, a registered investment adviser based in Fairfield, CT, was established in October 1987 as Cruice Investment Advisors, Ltd. and is now solely owned by Tim Tymniak. As of December 31, 2023, CFO managed $187,426,202 on a discretionary basis. The firm offers investment planning and management services, with annual management fees ranging from 0.7% to 1.9% based on assets under management. Clients have full control over their accounts and can terminate the contract at any time. CFO does not engage in performance-based fees to avoid potential conflicts of interest. The firm serves individuals, high net worth individuals, trusts, estates, and various types of accounts, including IRAs and ERISA accounts. Investment strategies include long-term purchases, short-term purchases, trading, and option writing. CFO utilizes fundamental and technical analysis methods and emphasizes sound asset allocation strategies to achieve clients' long-term investment objectives. The firm does not vote proxies on behalf of clients and maintains custody of client assets through Charles Schwab Institutional. Clients receive monthly statements and quarterly reports summarizing account activity and performance. CFO has no financial commitments impairing its ability to meet client obligations.