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Investment services

Setting the foundation for your future

Get professional advice to help you plan for the future with investment services tailored to your unique needs.


Investing is about more than just “How much?” —it’s about “How will you use it?” Let us help you achieve your long-term financial goals.

Investment Options

No matter what you need, RCU, in partnership with CUSO Financial Services, L.P. (CFS), has the investment products to help you reach your financial dreams.

What we offer

Wealth Management

Trust RCU’s wealth management experts to help you grow your net worth and achieve your financial goals.

What we offer for wealth management

  • *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.

    SEC Marketing Disclosure.

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