Investment Offerings that Meet the Needs of
Credit Unions

CFS provides our credit union partners with an array of investment and insurance options to satisfy the product preferences and risk tolerances of all members. Our comprehensive management platform, dataVISION®, provides the support you need to track members' portfolios and meet Compliance requirements. The following is an overview of the CFS product offerings:

Advisory Services

CFS offers a competitive line-up of fee-based advisory services in its suite of asset management products, for investors at all levels. If your credit union has other fee-based platforms with which it is already working, we can be flexible in supporting them as well. Just discuss it with us. Read more about our Advisory Product offerings.


With members requiring access to more varied and sophisticated investment products such as managed accounts, it is important to work with a broker dealer that can meet those needs. CFS ensures a broad array of non-proprietary products and services including multiple investment selections. For more information about our financial planning, full-service brokerage, bond trading, fixed income support, and other investment offerings, read more.


The CFS Insurance Services group provides access to a wide range of life, long term care, disability and other insurance products and services for individuals and business owners. Term life, universal life, whole life and variable universal life, estate planning and business insurance are among the products offered and supported with case design, illustrations and point of sale assistance. Read more about how CFS supports advisors in their efforts to serve members' insurance needs on a broader scale.

Small Business

Small business owners face a unique set of financial challenges: providing retirement savings options for a small group of employees, protecting the future of the business through key man insurance, ensuring a smooth transition through buy/sell agreements between partners, long-term care of founders, and business succession planning. CFS small business specialists work to inform, educate and support you on the appropriate choices for business members who may need to put various plans in place. Read more.

Self-Directed Trading for Members

For your members that want to self-direct their investments without the assistance of a professional advisor, CFS offers eVISION®, our member-facing electronic trading platform. Through a website co-branded with your credit union, members are able to purchase and/or trade securities online on a discounted basis from a pre-approved menu of more than 4,600 no-load mutual funds, many with no transaction fee. Leverage eVISION to stay current with new Internet opportunities and capture the tech-savvy members that prefers to do-it-themselves. For more information about eVISION, read more.