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Cumax Wealth Management Limited

Investment Management · Kingston 10
Website: www.cufmco.com

CUFMC was incorporated in August 2005 as the wealth and asset management arm of the Credit Union Movement. The company is lic ... ensed by the Financial services Commission (F.S.C.) as a Securities Dealer, Pension Fund Manager, and Pension Fund Administrator. CUFMC’s vision is to provide a wide variety of investment options. We offer a suite of products and services aimed at meeting the needs of all our clients. CUFMC has a very strong board and is equipped with a dedicated team of highly-trained professionals who are committed in serving our clients with exceptional service through our office in Kingston and select Credit Unions Island wide. Products & Services - Unit Trust - A Unit Trust pools investors’ money into a single fund, which is managed by a fund manager. Collective Investment Schemes in Jamaica are governed by the provisions of the Securities Acts and are regulated by the Financial Services Commission (FSC), a government body established to regulate the operations of Securities Dealers. Our suite of 5 Unit Trust solutions called the CUMAX Funds offer clients the opportunity to diversify their portfolios by providing a range of investment options with the potential for higher returns. - Stocks - Stocks/Shares/Equities represent ownership interest in a company. Investing in the stock market is a good option if you are looking to achieve medium-to-long-term goals and want to diversify your portfolio. - Bonds - Bonds and other fixed-income securities play a very important role in an investor’s portfolio. Owning bonds helps to diversify a portfolio, as the bond market doesn’t rise or fall alongside the stock market. More important, bonds are generally less volatile than stocks. - Portfolio Management – Our dedicated team here at CUFMC will manage your investments in the form of bonds, shares, cash, read more

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