Why Choose Advantis Investment Services?
(Available through CUSO Financial Services, L.P.)
Partner with a local Advisor
The CFS advisors at Advantis all live and work in your local community, so we’re just a short walk or drive away. We get to know you and care about helping you meet your goals, so when you meet with us you feel like you’re talking with a friend, not making a business transaction. Instead of calling the east coast and waiting on hold with a call center, you can call us directly and get assistance right away. Visit or call us today - we’d like to get to know you and explain more about how we’re different.
Nonproprietary investments, unbiased advice
CFS advisors work with a variety of different investment providers and we have no “in-house” brands. We aren’t incentivized to offer you investments from our parent companies, because there are none. This allows us to recommend the most suitable investment options to fit your needs, regardless of where they come from, and avoids biased advice. To find out if you have proprietary products in your portfolio or if you want a second opinion, call us for a complimentary review.
Our CFS advisors focus on you, not on the product
Having a wide array of investment choices means we complete a significant amount of homework to find the right options to fit your needs. That means knowing a lot about the investment world and a lot about you. Understanding your needs, wishes, personal history, and preferences all help to choose the right kind of investment strategy. A thorough approach is necessary when we’re working to support your financial well being. Schedule an appointment today and let’s get started.
Benefit from our expertise
Patrick Huey, our Director of Investment Services (available through CFS*), brings nearly a decade of wealth management experience as well as the Certified Financial Planning [CFP®] certification, held by only 20% of advisors nationwide.† Years of planning experience, a comprehensive multi-day examination, and comprehensive college or university course of study are required to achieve this designation.
*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. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. CFS and its Registered Representatives do not provide legal or tax advice. For such advice, please consult a qualified professional. †Source: http://www.cfp.net/news-events/newsletters/cfp-board-report/august-30-2012 **Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA an investor should consider various factors including, but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock.