Established in 1984, CFI is an investment adviser registered with the Securities Exchange Commission (SEC) under the Investment Advisers Act of 1940 and is based in Irvine, California. The boutique money manager has a singular focus on tax-efficient Muni bond investing for affluent families seeking to preserve capital while generating monthly income. Our investment approach aims to maximize individual efficiency through an active, flexible approach to managing portfolios tailored to each client’s risk-return preferences.
