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Advantis Credit Union
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INVESTMENT MANAGEMENT

Available through CUSO Financial Services, L.P.
Choose the right investments to help you reach your goals

Investment Management

Navigate the financial markets with a
knowledgeable partner

Determining the right investments to fit your unique situation can be challenging. Our CFS Financial Advisors can help you choose and manage investments that support your retirement goals and life stage. You can expect professional advice, excellent value, and local, personal service.
 

Schedule a Consultation    Meet our CFS* Advisors   

or Call 503-785-2574

We can help you with:

  • Creating an investment strategy to support your overall retirement goals
  • IRAs including employers' plans (SEP & SIMPLE IRAs) and employer plan rollovers
  • Professional account management
  • Full service brokerage accounts
  • Assessing your insurance needs

Let’s get started

Good planning and a focus on the long-term are keys to successful investing. Many investors lack the tools or expertise to consistently meet their long-term goals. Choose our CFS* team to help you plan and execute an investment strategy based on your needs, goals and tolerance for risk.
 

*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.







 
 
 
 
 



Ready to get started?

Schedule a ConsultatioN
or call us at 503-785-2574

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