“Servicing investment companies is a demanding, time sensitive responsibility. Rydex Financial Services (CFS) provides excellent, comprehensive services and the client service team is extremely responsive. I enjoy referring clients to CFS because it reflects positively on Gemini to work with such great strategic partners.”
Andrew Rogers, President, Gemini Fund Services, LLC |
“The trading and allocation for client portfolios is seamless and flexible, and the trading desk is professional and accommodating. It was a no-brainer to make the easy move from my old brokerage platform. And even more of a no-brainer staying and flourishing with CFS and recommending CFS to other advisors as a possible platform for their needs.”
Ian Naismith, Partner, Sarasota Capital Strategies, Inc.
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“During the more than 16 years in this business, I’ve had the opportunity to work with many clearing firms. None of them can come close to CFS for service, innovation and personal attention. I would recommend CFS to any advisor looking for a partner in success.”
Anthony W. Welch, CFP, ChFC, Partner, Sarasota Capital Strategies, Inc.
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“I have been working with Rydex for many years. As a fee-only investment advisor, we work with many broker dealers. The level of support and dedication I experience from Rydex and their employees is unmatched in our industry. If I could, I would work exclusively with them!”
Nicholas B. Rowe, CFP®, President, Director of Investment Committee and Strategic Planning, Focus Capital Wealth Management, Inc. |
Share your testimonial with CFS.
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“As a tactical manager who changes models frequently, Rydex technology allows me to execute literally 5000 trades in a short period of time. That allows me to take families and use proportional investing for any size account.”
Mark A. Seleznov, Portfolio Manager, Seleznov Capital Advisors
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