INVESTMENT STRATEGIES & PORTFOLIO ANALYSIS


 

The combination of investments you hold in your portfolio can be as important as
each specific investment that comprises it.  Every investment and investment type has particular strengths and weaknesses that qualify it to play a certain role in your asset allocation, allowing you to create an effective and cohesive overall financial strategy. 

  • Balancing how much of each investment you should include in your portfolio is one of your most important tasks as an investor. 
  • Many investors can easily fall into the trap of having their money allocated in ways that will not best serve their goals, their risk tolerances or their time horizons. 
  • Many also are exposed to much more risk in their portfolio than they intend to be. 


NASA Federal Credit Union
members receive the benefit of complementary, no obligation consultations from our experienced team of CFS* Financial Advisors and can review your investment strategies and asset allocation to help you ensure your portfolio is designed to meet your ultimate planning goals.


Connect with your CFS advisor
 
to schedule your complimentary consultation:


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


CUSO Financial Services, L.P. and its representatives do not provide tax advice. For such advice, please contact a tax professional.