CFFK is pleased to provide this online special feature for our Fund Advisors — the individuals and organizations that have funds at CFFK. Fund statements and new messages will typically be posted here by the 20th of the month following the end of each quarter. Please let us know if you have difficulty accessing your statements or navigating through this special section.
Message from Dianna Sutton, October 2017:
Your Quarterly Fund Activity Statement for the period ending September 30, 2017 is available below. The most recent Quarterly Investment Performance Report is available here.
Please be advised we are changing the format of the Thursday, November 30th, Fund Advisor meeting. Instead of our normal group presentation, Barry Beach from Mason Investment Advisory Services will be available for one-half hour meetings one-on-one with fund advisors between 9:00 – 11:00 AM at CFFK conference room. This is a great opportunity to ask questions about CFFK investment policy. Please call Holly Allen at (305) 292-1502 to schedule an appointment with Barry Beach.
We have already begun distributing grants for urgent needs due to Hurricane Irma, and are continuing to solicit donations for the Florida Keys Emergency Relief Fund for the next round of grants. We appreciate your support if you have already made a contribution. We are also expediting grant requests for emergency relief and sincerely appreciate all the efforts our partners have made to speed the recovery from Hurricane Irma’s impacts.
We are working to provide you the best service in managing your fund investments and grant distributions. Please do not hesitate to contact Mark Songer or me if you have any questions.
Dianna L. Sutton, President and CEO
If you have questions about CFFK, your fund, or fund statement, please call 305-292-1502 or contact us here.