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• quarterly statements arriving soon

  Now is a good time to ensure we have the most current information on file for those associated with your charitable account.  If changes are needed, our friendly team is standing by to assist!  A recent technology upgrade allows us to send Fund Documents via email for electronic review and signature.  For this reason, we need to capture a valid email address and phone number for each person listed as a fund adviser.  
  
  
  Investment Pool Summaries are always available via the Financials, Policies & Publications section of our website.   http://cfok.org/documents  

• Dec 2017 quarterly statements now available

  Quarterly statements for the period ending December 31, 2017, are now available inside the Advisor Portal.  

  www.cfok.org/portal

• March 2018 quarterly statements now available

  Quarterly statements for the period ending March 31, 2018, are now available inside the Advisor Portal.  www.cfok.org/portal

• Statements now available

  Monthly, Quarterly, and Fiscal Year Summary statements for the period ending June 30, 2018, are now available inside the Advisor Portal   www.cfok.org/portal