If you need more than the typical savings account, checking account or share certificates offered by the credit union, it is available through CUSO Financial Services, L.P.* at OUCU Financial Services. We have a variety of investment options designed to complement those offered by OUCU.
Whether you'd like to make a minimal monthly contribution into a mutual fund or need an actively managed investment account designed for higher dollar accounts, we have solutions to help meet your goals.
More and more, investors are demanding that risk be reduced or eliminated from their portfolios. A conservative investment strategy seeks to preserve a portfolio's value by investing in lower risk assets such as certificate of deposits, fixed or indexed annuities, fixed-income (bonds) or money market securities. At OUCU Financial Services and CFS, a blend of these products and services are available to help you with the goal of creating a conservative portfolio:
Contact Cory Corrigan, Vice President at OUCU Financial Services and CFS Financial Advisor, at 740.597.2859 or firstname.lastname@example.org
My Portfolio View
Access your investment accounts online with our My Portfolio View site. To use this web service, you'll need to contact Cory or Danette at (740) 597-2854 or email@example.com to obtain a special investment account member ID.
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*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. Ohio University Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.