Investment Program Expertise with Breadth
and Depth

CFS delivers a breadth of experience and service, as well as a depth of knowledge regarding credit union investment programs, that help our clients achieve greater success. In addition, we work hard to stay abreast of new and ongoing issues within the credit union industry as a whole. We are able to identify opportunities, solve issues and give you a competitive edge.

With a complete array of investment products and services, proven sales support, and advanced technology to increase efficiencies, CFS helps to ensure compliance and increase revenue of your investment program while serving in your members' best interests.

CFS provides stability and the necessary compliance guidance on regulatory changes to help advisors take advantage of opportunities. The economies of scale gained from our back-office functions and expert resources create efficiencies and a structured program that serves all advisors well.

Explore the sections below for more details on our expertise:

Back Office

By combining highly advanced technology with expert human resources, CFS assures the efficient management and integration with core offerings that you desire for your investment program. More...


CFS's compliance team is your go-to resource for help navigating the increasingly complex regulatory environment as it relates to your investment services business. More...


CFS has identified the essential elements that drive productivity and success, and we have the resources and expertise to train your team. More...