Solid Advice to Cover Your Investments in
All Stages of Life

CFS provides your advisor with advanced technology, up-to-date research, and comprehensive training so they can support you in every facet of your investment planning. Whether you are just starting out as an investor, are planning for retirement, or want to protect your accumulated wealth for your heirs, your advisor has the right tools and knowledge to manage your portfolio. We help to ensure CFS investment advisors have a broad and current knowledge of the industry, as well as of the tools and products available, so you can feel confident in depending on your representative for guidance.

Technology

CFS investment advisors have access to CFS's Web-based data management system, dataVISION®, so they can manage all of your profile, portfolio and investment planning information in a secure online environment. With dataVISION your advisor is more efficient and effective.

Research

Your advisor also has access to the leading research firms and portfolio management tools such as Morningstar, Standard & Poor's, Financial Profiles and Albridge.

Training

CFS investment advisors receive online and in-person training on the latest industry developments, available products, compliance requirements, and technology enhancements so they are able to provide comprehensive investment recommendations.

Our investment advisors embrace strategies including asset allocation and long-term investment planning to help ensure every customer has an investment portfolio to meet his or her own risk tolerance level.

Smart investing is more essential than ever, and you can rely on CFS advisors to provide guidance through uncertain markets. If you have concerns about your financial future, let a CFS advisor review your financial strategy with you.


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. Credit Unions contract with CFS to make non-deposit investment products and services available to their credit union members.