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.


* 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.
**There are fees associated with 529 savings plans. Investments in 529s involve investment risks. You should consider your financial needs, goals, and risk tolerance prior to investing. More information about 529 plans can be found in the issuer’s official statement or plan disclosure document which should be read carefully prior to investing. Most 529 plans are sponsored and administered by states. State tax benefits vary among the states and some offer residents additional tax benefits if they invest in their own state plan. Consult a qualified tax professional for more information

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