A Variety of Fee-Based Advisory Services for all Investor Levels

CFS offers a competitive line-up of fee-based advisory services in its suite of asset management products, for investors at all levels.

Platforms

Advisor can choose from our own comprehensive platform and several third party managed accounts including:

  • AssetMark
    Assetmark offers a full range of managed account options, including mutual fund portfolios, exchange-traded fund portfolios, and separate account portfolios using institutional money managers. They offer both tactical and strategic models to best meet client objectives.
  • CUSO Asset Management (CAM)
    CAM is a CFS Web-based platform powered by Envestnet. CAM allows the advisor to choose from 6 different product models ranging from mutual fund models, to exchange-traded fund models, to advisor directed models.
  • Curian Capital
    Curian has taken the power of managed accounts traditionally reserved for the wealthy and institutional investors and delivered it to a broader range of investors. Credit union members can benefit from diversified managed account portfolios customized around their unique objectives and risk profiles. Curian offers both strategic and tactical models using separate accounts, exchange-traded funds and mutual funds.
  • Morningstar Investment Services
    Morningstar Investment Services use unbiased, objective research from Morningstar, Inc. to create a lineup of investment choices called MorningstarĀ® Managed Portfolios. Offered only by fee-based, independent financial advisors, each portfolio is built for the long term and managed with a keen eye on risk. Morningstar Managed Portfolios gives advisors the support they need to stay focused on client needs, including a dedicated service team for account-related questions, a website with up-to-date performance information, and client-ready communications.
  • SEI Investments
    SEI provides support to the financial advisor at each step of the asset management process by providing diversified investment solutions and all operational services related to the advisory process, including complete back-office operations and administrative services. Their offering includes a mutual fund wrap program as well as separately managed accounts.

Training

In addition to these platforms, CFS provides extensive training and support for advisors at all levels of advisory experience.

  • For the rep new to advisory
    CFS staff can help familiarize the advisor with the reasons and benefits for adding managed accounts to their product list. We provide an advisory overview and introduction at the monthly rep training, followed by more in depth guidance on a one-on-one basis. We help guide advisors to a managed account partner that matches their situation and goals, taking into consideration factors such as member demographics and preferred products.
  • For the advisory-familiar rep
    Once the advisor has found the right managed account partners, we guide them to the right resources to help with the transition. This includes reviewing their book of business and identifying which clients would be appropriate for advisory business.
  • For the experienced advisory rep
    CFS can help take reps to the next level where the focus moves from products to relationships. For reps who want to add additional value by providing higher touch service, we show them other areas to tackle such as conducting client reviews, asking for referrals, and networking with CPAs.

Regardless of their level of managed account experience, CFS experts are available to help advisors grow their business and take it to the next level.

Flexible Partnership

In addition, if your credit union already offers fee-based programs, we will discuss options for integrating them into our existing platform, or work with you to develop additional fee-based programs. Contact Us today to hear more about our advisory products.

CFS provides investment advisory products and services as an SEC Registered Investment Advisor.