Introducing the Lorna CFMS Index: A New Benchmark for Financial Strength
We're excited to announce the launch of the Lorna CFMS Index, a groundbreaking benchmark that represents the top 30 companies with the highest Cash Flow Momentum Scores. Designed for both institutional and retail investors, this index is your gateway to investing in firms with proven financial strength.
What makes the Lorna CFMS Index unique?
Data-Driven Selection
Companies are chosen based on a rigorous analysis of their cash flow health and earnings growth. Our continuous monitoring ensures the index always represents top performers, while our transparent selection criteria is based on our proven CFMS methodology.
Dynamic Weighting
The index employs a sophisticated weighting system where each company's representation is determined by its CFMS score. This ensures a balanced yet performance-oriented portfolio, with regular rebalancing to maintain optimal exposure to the strongest performers.
Diverse Opportunities
Our index spans multiple sectors and industries, providing a well-rounded approach to investing. This built-in diversification helps investors capture opportunities across the market while maintaining a focus on financial strength.
Accessible Investment Options
For investors seeking to outperform traditional benchmarks like the S&P 500, the Lorna CFMS Index provides an innovative alternative through two primary approaches:
Fractional Ownership
Start your investment journey with any amount that suits your budget. Our fractional ownership model allows you to build a diversified portfolio gradually, with regular investment options available to help you grow your wealth systematically.
Direct Indexing
Take control of your investment strategy with our direct indexing capabilities. This approach offers customizable exposure, tax-efficient implementation, and a personalized investment approach tailored to your specific needs.
Discover the future of investing with the Lorna CFMS Index—where financial health meets growth potential.