Get to Know Our Investment Services Team
Designing your financial blueprint
Our investment philosophy revolves around managing expectations and behavior that will work toward reaching your financial goals. To do so, we offer customized advisory portfolios, comprehensive investment strategies and ongoing discussions that build a solid financial foundation from which to grow.
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Meet Our Investment Team
*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. Consumers Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
**Appointment only