INVESTMENT SERVICES

Investment Services for Businesses 

The trusted partnership you have with your Credit Union now extends to Investment Services for your business. Let Fortera Credit Union's Investment Services, through our broker-dealer CUSO Financial Services, L.P. (CFS)*, help you set goals and plan for your business' future. Whether you are looking for business services or investment advice, we're here for you.

Investments

Our Investment Advisor can help you establish financial goals, assess your tolerance for market risk, develop a comprehensive plan and build a portfolio that will help you and your employees realize your goals. Count on your Investment Advisor to review your plan periodically to help you keep current on market conditions. We offer online trading to full service account management:

  • Defined Benefit Plans
  • Deferred Compensation Plans
  • 401(k), Money Purchase and Profit Sharing Plans

Call us today at 931.431.6800 or 800.821.5891 and ask to speak with Jimmy Clay, CFS* Investment Advisor at Fortera Credit Union, for a complimentary evaluation of your portfolio. Appointments are held at select Fortera Credit Union branch locations by appointment only.

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. Fortera Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.