Investments

  • Mutual Funds
    • AIM Investments
    • American Funds
    • Franklin Templeton
    • MEMBERS® Mutual Funds
    • MFS Investment Management
    • Oppenheimer Funds
    • Putnam Investments
    • Van Kampen Investments and other fund families
  • Stocks
  • Bonds
  • Options
  • Unit Investment Trusts

Additional mutual funds are available.

 

 

IndianaMembers_InvestmentServices

Some policies are brokered. For complete information on mutual funds, variable life or unit investment trusts, including fees and charges, obtain a prospectus from CUSO Financial Services, L.P. Read it carefully before you invest or send money.

*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.

 
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