August 2025, Acquisition International | 11 This offers some insight into CFAL’s deep community involvement, with the firm serving as an active sponsor and willing participant in several functions and civic organisations. The team here also provide their time, funds, and professional advice to certain community affairs, with the overarching aim being to better society. On the back of this, CFAL has, over the last 28 years, contributed more than $1M across over 100 charities, to great causes such as feeding the hungry and initiatives supporting education. Concerning the latter, CFAL also created the Junior Investor Program, a financial literacy course that allows local students to invest and manage a virtual $100,000 stock portfolio. Winners are decided based on return, with prizes including cash and – for a lucky few students over the years – internships at CFAL. As the Program’s sponsor, CFAL also donates its time to coaching partaking classes on the finer points of investing, passing on valuable skills whilst also cultivating the next generation of investors. Sticking with this future-focus theme, CFAL is leading the shift towards renewable energy, ESG-focused investing, and publicprivate partnerships (PPPs) in infrastructure across local markets. A spokesperson told us: “Despite regulatory hurdles and the complexities of PPP structuring, we believe these new markets will bring about positive, sustainable advantages for the Bahamas, both economically and environmentally.” With this vision in tow, CFAL’s roadmap is based on expanding its private equity platform, as well as launching additional retail bond and equity offerings. This is especially true in the renewables and energy infrastructure markets, for the reasons discussed above. Then, finally, the long-term plans for the firm are to continue deepening its retail investor base, expanding public-private deals, and increasing repeatproject financing. Ultimately, the diverse offerings delivered by Colina Financial Advisors Ltd across the areas of investment and advisory – combined with its relentless focus on giving back to the community it has been a key part of for decades – make this pension and investment firm in the Bahamas more than deserving of recognition through this feature. Contact: Sophia Thurston Company: Colina Financial Advisors Ltd Web Address: https://www.cfal.com/ Bringing Stability, Security, and Integrity to Investing Established in 1997 for the purposes of providing investment and financial advisory services to the investing public, CFAL’s core services of investment management, corporate advisory, pension administration, retirement planning, financial planning, mutual funds, and private wealth have remained part of its portfolio for nearly 30 years. Behind each of these services is the decades of combined expertise shared by the team here, which started out as just five members but today encompasses a wealth of industry-leading talent. All of the solutions provided by CFAL revolve around helping its clients to more than meet their financial goals. Whether a client’s idea of financial security is personal or corporate, the team here recognises the importance of providing them with a strategy that is structured and yet remains flexible to life’s inherent changes. This is why CFAL offers diverse financial solutions ranging from pensions to personal investing and corporate advisory, so that it can ensure every client has a plan that fits around their personal situation. “Our pension administration services have helped to secure the future of thousands of Bahamian workers. This is on what we pride ourselves most. ” Underpinning CFAL’s financial investment and advisory services is a client centric-approach, built on the cornerstones of a personalised service, long-term relationships, and a pledge to always act in the best interests of those it serves. The multi-award-winning nature of the firm, which has been recognised by us now on a handful of occasions since 2018, can be seen through its proven track record, demonstrating financial resilience across economic cycles during unprecedented times – such as the COVID-19 pandemic. Alongside these services, CFAL is proud to be able offer six inhouse diversified funds, four local and two international. Having been meticulously engineered to offer balanced returns across defined risk parameters, the firm offers a choice selection of these funds complete with differing levels of risk, guaranteeing that every investor finds the right one for them. The most recent of these is a new private equity fund providing Bahamian retail investors with entry (min. $1,000) into local, infrastructure-related projects. For just shy of 30 years, Colina Financial Advisors Ltd (CFAL) has served as the leading independent investment management and advisory firm in the Bahamas. From its home in the capital, Nassau, CFAL manages and administers close to $2B in assets, serving clients ranging from individuals to institutions. Whether a client is based locally or internationally, CFAL’s mission – centred on the values of stability, security, and integrity – remains resolute, resulting in its recognition as the Best Investment Management & Advisory Firm 2025 – Bahamas in this feature. Colina Financial Advisors Ltd
RkJQdWJsaXNoZXIy NTY1MjM3