cfd Investments, Inc.
The Broker/Dealer arm of the CFD Companies.
CFD Investments is committed to providing a wide range of investment solutions and services tailored to help financial advisers deliver exceptional value to their clients. Since our founding in 1990, CFD Investments has been dedicated to offering an environment that champions independence and supports growth, innovation, and collaboration.
What Sets Us Apart
-
Comprehensive Service Options: We support multiple service options for investment clients, from fund custodied to brokerage, and everything in between. Our combination of support and services is unmatched in the industry.
- Dedicated Home Office Support: With a 3:1 adviser-to-home-office ratio, you’ll have direct access to a team of experts dedicated to your success, ensuring you’re supported every step of the way.
- Industry-Leading Recognition: We recognize and reward top-performing advisers through exclusive trips, incentives, and other recognition programs. We value your achievements and work hard to help you succeed.
At CFD Investments, we offer a partnership that supports your independence while providing the tools, resources, and recognition you need to elevate your practice. Together, we grow.
Independence & Control
As an independent Broker/Dealer, we give you the flexibility to operate as you see fit. You retain control of your business, offering personalized investment strategies and services that best meet your clients' needs. Our dual model allows you the independence to manage your practice while benefiting from the support of a trusted, experienced partner.
Trust & Integrity
We understand that trust is the cornerstone of any relationship, which is why we are committed to transparent communication, ethical business practices, and acting in the best interests of both our financial advisers and their clients. CFD Investments is a firm built on integrity, ensuring that we provide a stable, supportive environment for your practice.
Innovation & Support
In a rapidly changing financial landscape, we continuously strive to offer innovative solutions. With cutting-edge technology, comprehensive tools, and continuous support, CFD Investments equips you to adapt, grow, and thrive. Our team works behind the scenes, giving you the freedom and resources to focus on client relationships.
cfd Investments, Inc.
The Broker/Dealer arm of the CFD Companies.
CFD Investments is committed to providing a wide range of investment solutions and services tailored to help financial advisers deliver exceptional value to their clients. Since our founding in 1990, CFD Investments has been dedicated to offering an environment that champions independence and supports growth, innovation, and collaboration.
Independence & Control
As a Broker/Dealer, we give you the flexibility to operate as you see fit. You retain control of your business, offering personalized investment strategies and services that best meet your clients' needs. Our dual model allows you the independence to manage your practice while benefiting from the support of a trusted, experienced partner.
Trust & Integrity
We understand that trust is the cornerstone of any relationship, which is why we are committed to transparent communication, ethical business practices, and acting in the best interests of both our advisers and their clients. CFD Investments is a firm built on integrity, ensuring that we provide a stable, supportive environment for your practice.
Innovation & Support
In a rapidly changing financial landscape, we continuously strive to offer innovative solutions. With cutting-edge technology, comprehensive tools, and continuous support, CFD Investments equips you to adapt, grow, and thrive. Our team works behind the scenes, giving you the freedom and resources to focus on client relationships.
What Sets Us Apart
-
Comprehensive Service Options: We support multiple service options for investment clients, from fund custodied to brokerage, and everything in between. Our combination of support and services is unmatched in the industry.
- Dedicated Home Office Support: With a 3:1 adviser-to-home-office ratio, you’ll have direct access to a team of experts dedicated to your success, ensuring you’re supported every step of the way.
- Industry-Leading Recognition: We recognize and reward top-performing advisers through exclusive trips, incentives, and other recognition programs. We value your achievements and work hard to help you succeed.
At CFD Investments, we offer a partnership that supports your independence while providing the tools, resources, and recognition you need to elevate your practice. Together, we grow.
Take Your Financial Practice to the Next Level.
Whether you’re looking for independent advisory services or robust brokerage support, CFD Companies has you covered. Let’s help you achieve more.
Elevate Your Financial Practice.
Whether you’re looking for independent advisory services or robust brokerage support, CFD Companies has you covered. Let’s help you achieve more.
Ready to Chat?
We're available when you are. Fill out the form below so we can get to know you and your business. We are always looking for Advisers to "Grow With Us". If you feel the CFD Companies family is a good fit, we invite you to come for a visit on us. We look forward to hearing from you.
- Zachary Covert, Director of Business Development
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