Products and Benefits

At Consolidated Financial Investments, we offer discount brokerage services for a wide range of customers. We offer various types of accounts including Individual, Joint, Retirement, Corporate, Investments Clubs, Trust, Estates, Transfer On Death (TOD) and Money Market Fund.

Our Money Market Fund is very competitive and is available to all accounts with no initial minimum deposit. Currently our firm uses Dreyfus Cash Management Plus Inc. Participant Shares as its primary Money Market Fund. This high quality Money Market Fund helps satisfy the need of those seeking a high level of current income consistent with the preservation of principal, daily liquidity and convenience. We also have made available three alternative Money Market Funds: Dreyfus Government Cash Management, Dreyfus Municipal Cash Management Plus Participant Shares and Dreyfus Tax Exempt Cash Management Participant Shares. These last two funds seek to provide as high a level of current income exempt from federal, and in some cases state and local personal income taxes as is consistent with the preservation of capital and the maintenance of liquidity (Capital gains, if any, are fully taxable. Portions of these funds' income may be subject to the Federal Alternative Minimum Tax. Income from state specific funds may be subject to state and local taxes for non-state residents.).

Prospectuses are available for all of these funds upon request. The prospectus will explain the possible risks and detail the expenses charged by the fund. The prospectus should be read before making any final investment decision.

A further benefit of the Money Market Fund is that customers can have free unlimited check writing privileges with no minimum per check. An investment in the Money Market Fund is not insured or guaranteed by the Federal Deposit Insurance Corporation (FDIC) or any other government agency. Although the Money Market Fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in the fund.

Our customers are able to purchase or sell any stock listed on an exchange or over the counter, bonds (i.e. government, agency, corporate or municipal), mutual funds and options.

Our company provides fast and fair executions. Market orders are filled and confirmed while you are on the phone. LIMIT, GOOD -TILL-CANCELED (GTC) or STOP orders are placed at no additional charge. We seek out the most competitive bids and offers when we represent you in the market place.

Printed trade confirmations will be mailed the next business day and you will receive a statement every month if you have activity in your account. Quarterly statements will be sent for accounts with positions but no activity or only Money Market Fund dividends.

We provide free real-time quotes and late breaking news over the phone. You will always have the ability to speak to a person every time you call.

CFII is also highly experienced in utilizing options as a way to potentially reduce risk and increase the rate of return on your portfolio. Options do involve risk and are not suitable for all investors. Therefore, advice from a securities professional is strongly advised. Investors should also be aware of the special risks associated with index options because they are cash-settled. Prior to buying or selling an option, a person must receive a copy of Characteristics and Risks of Standardized Options. Copies of this document are available from CFII, The Options Clearing Corporation (OCC), from any exchange on which options are traded or by clicking on http://www.888options.com. The documents available discuss exchange-traded options issued by The Options Clearing Corporation and are intended for educational purposes. No statement in the documents should be construed as a recommendation to buy or sell a security or to provide investment advice.
| Home | About us | Products and Benefits | Commissions | Accounts | Forms | FAQs | Links |
ADDRESS:
222 North Meramec Avenue
Clayton, MO
63105-3702

PHONE:
(314)727-1177

TOLL FREE:
1-800-292-6637

EMAIL:
info@cfii.org
© Copyright 2001 Privacy Policy and Business Continuity Plan Disclosure Statement Consolidated Financial Investments, Inc.