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Company History

CFAL has a unique history that began in 1997 when we set out to provide investment and corporate advisory services to the investing public. More than 20 years later, we provide institutions and individuals with pension administration, retirement planning, corporate advisory, stock brokerage, savings and investing solutions. Throughout our history, we have been at the forefront of numerous milestones in the corporate advisory landscape, often pioneering trends that would later become commonplace.

CFAL has a long proven record of financial stability and integrity in all economic climates. Today, many customers benefit from the wealth of experience, knowledge and dedication we have built over the past two decades.

Key Moments in CFAL'S History
Mar 1997CFAL established with 5 employees.
Jul 1999CFAL acts as the Lead Placement Agent for Focol Holdings Limited $10.5M Initial Public Offering (IPO).
Dec 1999CFAL launches the CFAL MSI Preferred Investment Fund, Ltd. (formely Montaque Securities International Preferred Investment Fund, Ltd.)
Apr 2000CFAL acts as the Lead Placement Agent for the Commonwealth Bank Limited $18.0M Initial Public Offering (IPO).
Jul 2000CFAL acts as the Lead Placement Agent for the Bahamas Waste Limited $6M Initial Public Offering (IPO).
Feb 2001CFAL launches the CFAL Money Market Investment Fund Ltd.
Sep 2002CFAL Junior Investor Program established.
Aug 2003CFAL launches the CFAL Bond Fund Ltd.
Oct 2005CFAL acts as Financial Advisor and Placement Agent for Colina Holdings Bahamas Limited $20M Preference Share Offering.
Dec 2007CFAL launches the CFAL Global Equity Fund Ltd.
Jun 2008CFAL launches the CFAL Global Bond Fund Ltd.
Jul 2010CFAL acts as Financial Advisor and Placement Agent for Focol Holdings Limited $10M Preference Share Offering
Sep 2010CFAL acts as Financial Advisor and Placement Agent for Bahamas First Holdings Limited $15M Corporate Bond Offering.
Dec 2010CFAL reaches $1 Billion in Assets Under Administration.
Apr 2011CFAL acts as Financial Advisor, Placement and Escrow Agent for the $10M Initial Public Offering (IPO) for Arawak Port Development (APD) Limited.
May 2011CFAL launches the CFAL Savings Express.
May 2012CFAL MSI Preferred Investment Fund Ltd. name changed to CFAL Balanced Fund Ltd.
Sep 2012CFAL Junior Investor Program expands to Grand Bahama Island.
Dec 2012CFAL named Pension Administration Company of the Year by Corporate Int'l Global Awards.
Jan 2013CFAL acts as Co-Lead Arranger and Financial Advisor in Grand Bahama Power Company Limited $35M Corporate Bond Offering.
Aug 2013CFAL Bond Fund reaches $100 million in Net Assets.
Sep 2013CFAL acquired by Colina Holdings Limited.
Sep 2014CFAL Junior Investor Program expands to Andros Island.
Mar 2017CFAL celebrates the company's 20th Anniversary.
Sept 2017CFAL Bond Fund reaches $200 million in Net Assets.
July 2018CFAL receives Acquisition International Global Excellence Award for Best Investment Management & Advisory Firm 2018 - Caribbean.
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