Investments

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Build a Diversified Portfolio

Your timeline and risk tolerance are two key factors in developing the right investment strategy. We’ll work with you to understand your preferences and explain your options so we can help build a diverse portfolio. Investment options to consider include:

  • Mutual funds: choose from an array of professionally managed portfolios.
  • Stocks: a higher-risk asset that provides direct partial ownership in a corporation.
  • Bonds: loans made to corporations and governments who pay interest to the investor.
  • Market-linked CD (MLCDs): CDs linked to the performance of a specific market index.
  • Annuities: investments issued by insurance companies designed to provide guaranteed retirement income for a specified period of time.
  • Managed accounts: use institutional managers to handle day-to-day investment decisions based on your risk tolerance and objectives.

Contact the CFS team to schedule a complimentary, no-obligation appointment.

Investment Planning Calculator

Calculate How Much Your Investment Will Accumulate

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1Non-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. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. Atria Wealth Solutions, Inc. (""Atria"") is a modern wealth management solutions holding company. Atria is not a registered broker-dealer and/or Registered Investment Advisor and does not provide investment advice. Investment advice is only provided through Atria's subsidiaries. CUSO Financial Services, LP is a subsidiary of Atria. Fixed insurance products are offered through CFS Insurance & Technology Services, LLC.

CFS Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.