Stock up on investment advice
You got a hot tip from a friend about a tech IPO. And CNBC was bullish on a certain blue-chip. So you jump on your computer and buy a few shares here and a few shares there. Pretty soon you have, well, a whole bunch of shares. But you might not have a investment strategy. That’s why you should meet with a CFS* Financial representatives at Workers.
Here are some investment services offered by our CFS* team:
- CUSO Asset Management. CAM is an online platform that allows advisors to choose from six different product models. These include mutual funds models, exchange-traded fund models, or advisor directed models.
- AssetMark. This option offers a full range of managed account options, including mutual fund portfolios, exchange-traded fund portfolios, and separate account portfolios using institutional money managers.
- SEI Investments. SEI provides support to financial advisors by providing diversified investment solutions and all operational services related to the advisory process, including complete back-office operational and administrative accounts.
Workers Credit Union provides banking services to greater Chelmsford, Westford, Acton, Groton, Townsend, Lunenburg, Lancaster, Leominster, Fitchburg, Orange, Lowell, Worcester, and Athol, MA. Contact a Workers CFS Financial Advisor to learn more about managed portfolios or schedule a complimentary, no-obligation appointment.