Professional investment portfolio management

At this complimentary seminar you'll learn about SEI's goals-based investment process. This service is provided by the CFS* Financial Advisors at Oregon State Credit Union. This seminar will help you determine if professional portfolio management is right for you. To register click the link at the bottom of this page. At this seminar you'll learn the potential benefits of working with a professional investment portfolio manager and how they:

• Identify your investment goals
• Asses your investment risk tolerance
• Create an appropriate investment portfolio

With professional investment portfolio management, the financial advisor helps remove the guesswork to create a balanced investment portfolio suited to your goals, risk tolerance and timeframe. With transparent and simple pricing, this fee-based advisory service is becoming one of our member's most popular choices for managing their investments. As the market changes or your life circumstances change, our professional portfolio managers help re-balance your investment portfolio as needed. To register for this complimentary seminar click the link at the bottom of this page then complete and submit the secure registration form.

*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.