Through collaboration with CUNA Brokerage Services, CU1 Retirement & Investment Services offers outstanding opportunities to select or create your own portfolio of stocks, exchange-traded funds (ETFs) and mutual funds.
Take advantage of a full-service brokerage offering that lets you manage your investment portfolio with just a few simple mouse clicks. Choose from:
Ready-To-Go Folios - over 100 specially designed investment portfolios built around a particular investing strategy
Build-Your-Own Folios - intended for more experienced investors; control what you own by selecting your own portfolios, each with a mix of up to 100 individual stocks, mutual funds and ETFs
Customizable Folios - allocate your dollars equally across all of the holdings in your investment portfolio, use market cap weightings, or customize each security weighting - all with one click
Along with a very competitive fee structure, you can buy, sell, or customize in a single transaction - and make real-time, online trades for just $3 to $10 per trade. By investing with folio investments, you'll enjoy:
Fast access - invest or review your account online, by telephone, or with a representative
Broad investment choices - select from stocks, mutual funds, options and more
Personalization - create your own watch list and get customized news and securities information
Research tools - access market information to help narrow down 6,000 mutual funds by defining your criteria
A full range of investment products. Valuable information tools. Exceptional flexibility. At CU1 Retirement & Investment Services, you'll find everything you need to achieve your investing objectives.
FOLIOfn: Securities products and services offered through FOLIOfn Investments, Inc., member FINRA/SIPC, an independent broker/dealer. FOLIOfn is a registered trademark of FOLIOfn, Inc. All Rights Reserved. FR1290672.1-0915-1017