We offer a variety of fee-based advisory options to meet your needs

Workers CU PortfolioWorkers CFS* Financial Advisors provide investors with an array of options.  Our experienced financial advisors will work with you to define your risk tolerance and investment objectives, so you can develop a comprehensive portfolio package that satisfies your investment needs.

There are two different ways in which you can work with an advisor - on the traditional commissioned, transactional basis or a fee-based advisory basis.  In either case, our advisors have no bias, sell no proprietary products and keep your best interests in mind.  We offer a robust menu of advisory platforms to help provide you with options to maintain a balanced portfolio:

Advisory Platforms

Investors work with advisors to choose from several comprehensive managed account platforms, including:

  • CUSO Asset Management (CAM)
    CAM is a CFS Web-based platform powered by Envestnet.  CAM allows the advisors to choose from
    six different product models ranging from mutual funds models, to exchange-traded fund models,
    to advisor directed models.
  • AssetMark
    AssetMark offers a full range of managed account options, including mutual fund portfilios,
    exchange-traded fund portfolios, and separate account portfolios using institutional money
    managers.  It offers both tactical and strategic models to best meet client objectives.
  • SEI Investments
    SEI provides support to the financial advisors at each step of the asset management process
    by providing diversified investment solutions and all operational services related to the advisory
    process, including complete back-office operationa and administrative accounts.

To learn more about managed portfolios, contact a Workers CFS Financial Advisor at 978-353-7175 to schedule a free, no-obligation appointment or email us.

* Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker- dealer (member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Workers Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.