Investment Strategies
To help you achieve your investment objectives within your risk tolerance levels our CUSO Financial Services, L.P. (*CFS) financial advisor offers a wide range of investment products including mutual funds and annuities. CFS is a full-service broker dealer and SEC Registered Financial Advisor. We would like to assist you in creating an investment strategy designed to meet your investment objectives in a customized and disciplined approach. Our advisor will work with you to provide counsel and constant support in the ever changing investment markets.
To schedule a complimentary consultation, please contact Wes Handley at 541-850-7703.
*Available through CUSO Financial Services, L.P. 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. Pacific Crest Federal Credit Union has contracted with CFS to make non-deposit investment products
and services available to credit union members.
