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“I recently rolled my 403(b) retirement plan to SchoolsFirst FCU. I love being able to log in to see my account grow.” - Tracy F. About SchoolsFirst FCU |
Mutual funds are a portfolio of diversified stocks, bonds, and/or cash managed by an investment company on behalf of many investors. The investment company chooses how to invest the funds and sells shares of the portfolio to other individual investors. Mutual funds offer the following benefits:
Diversification: There are many companies represented in a single mutual fund. This diversification lessens the potential risk of loss should a single company or industry suffer a downturn.
Professional Selection and Management: The experience and expertise of a mutual fund’s investment advisor gives that person an edge in choosing the best securities for the fund. And, because advisors make trades on behalf of the entire fund, transaction fees are minimized.
Convenience and Liquidity: It’s easy to invest in a mutual fund and you can easily change from one fund to another. You’ll always have access to your money and your broker can make changes for you the same business day you place an order.
There are a wide variety of mutual funds available. Our experienced financial advisors can help you choose the right mutual fund to meet your financial needs.
Online
Request a complimentary consultation with a financial advisor
Call
800.462.8328
Monday through Friday, 9 a.m. - 5 p.m.
Contact a financial advisor by sending an email to
investments@schoolsfirstfcu.org
Visit
Any SchoolsFirst FCU branch to schedule a complimentary consultation with a financial advisor
Check the background of our investment professionals on FINRA's BrokerCheck
If you’ve already worked with one of our financial advisors and want to monitor your investments, log into Portfolio View
Disclosures
Securities sold, advisory services are offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with SchoolsFirst FCU to make securities available to Members. Not NCUA/NCUSIF/FDIC insured, may lose value, no financial institution guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty states of the United States of America.
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