Investment Management

Our partners at CUSO Financial Services, L.P. (CFS*) will help you navigate the multitude of investment choices available to you.

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  • Asset allocation strategy

  • Portfolio implementation

  • Portfolio management

Financial Partner for Life

At Amplify Wealth Management, available through CFS*, we want to be your financial partner for life. Your CFS* Advisor will work with you to explain different investment options and strategies that may help you reach your goals. You are at the center of the entire financial planning and investment process, and your Advisor will create a plan that helps fit your individual goals, circumstances, and risk tolerance.

Investment Management Made Easy

There are generally five components of investment management:

  1. Your Personal Profile

    The first step is an analysis of your financial needs and goals. They’ll discuss your current situation, your investment time frame, and your tolerance for various types of investment risk.

  2. Your Asset Allocation Strategy

    Next, they create an investment strategy and determine how to diversify your investments among different types of assets. Each investor’s asset allocation strategy is uniquely tailored to their financial goals, risk tolerance, and timeframe.

  3. Implementation of Your Portfolio

    Your CFS* Advisor will analyze available options and recommend a blend of investment products designed to complement your goals. Some of the investments you may choose from are: Stocks, bonds, and mutual funds, Fixed- and variable-rate annuities, Exchange-Traded Funds (EFTs) and Unite Investment Trusts (UITs), and Professionally-managed portfolios.

  4. Portfolio Management

    Your CFS* Advisor will work with you to monitor your portfolio’s performance. Adjustments may be made to your asset allocation in response to market conditions or to changes in your risk tolerance or goals.

  5. Monitor and Review

    Your CFS* Advisor will keep in contact with you throughout the year, updating you on any changes in your portfolio, as well as any issues that might affect your investment strategy.

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Ready to manage your investments?

Fill out the contact form below and a CFS* financial advisor will be in touch soon. If you have a preference for phone or email communication, please let us know in the comment section.

Please do not include any sensitive information such as account number or social security number.

* 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. Financial Advisors are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

** Learn more about the compensated referral arrangement between Amplify and CUSO Financial Services, L.P., on the marketing disclosures page.