Colina Financial Advisors Ltd : Creating A Lasting Legacy

Established in 1997 to provide investment and financial advisory services to the investing public CFAL remains dedicated to providing quality support and solutions that will meet its clients’ needs.

Since its inception CFAL has been dedicated to helping its clients achieve financial security. The guiding philosophy of CFAL is that, as stewards of capital, the firm’s clients’ interests are paramount. As such, the firm builds long lasting relationships based on integrity, expertise and a high level of customer service.

Thanks to this client-focused, collaborative approach, today CFAL is entrusted with the management and administration of more than $1.8 billion in assets and advises individual and institutional clients both domestically and internationally on a range of services including pension administration, brokerage and investment management. Other services offered include corporate advisory, mutual funds and financial planning, ensuring there is something for everyone.

Seeking to build on the incredible success it has achieved since it first began, CFAL’s plans for 2019 and beyond are to remain a first choice for service excellence and solutions for its clients and operations. As part of this focus, the firm will continue to adapt around the developments it is seeking within the industry, such as the lack of pension legislation in the Bahamas, which is one key challenge that the firm continue to face as well as an increase in the competitive environment among broker dealers.

Working to overcome these challenges, CFAL will continue to enhance its brand recognition by increasing its current market share, grow profits and become more innovative and efficient. To achieve this, one of the firm’s goals is to expand into the Caribbean Region in the pension administration sector.

Ultimately, these developments will help drive CFAL to even greater success throughout 2019 and beyond.

“Seeking to build on the incredible success it has achieved since it first began, CFAL’s plans for 2019 and beyond are to remain a first choice for service excellence and solutions for its clients and operations.”