To offer you a well-diversified investment plan, CU Financial Management, a full-service brokerage, which offers you access to capital markets and meets your needs with a full range of investment options.

Our experienced Investment Advisors are committed to help you reach your personal financial goals and needs using leading-edge tools and services, and a full range of equities, fixed income instruments, mutual funds and more. Their approach is comprehensive, their advice backed by in-depth research and expertise, and most importantly, their service is personal.

Our Investment Advisors can guide you in a wide range of areas: 

• Managing expenses and debt
• Building an emergency fund
• Saving for a first home or other major purchase
• Preparing for major life events
• Receiving an inheritance
• Planning for retirement
• Generating income during retirement
• Improving after-tax returns
• Ensuring a tax-efficient transfer of your estate
• Leaving a legacy

Good advice starts with a conversation about your unique situation. Your Investment Advisor will answer your questions and help you articulate your priorities and aspirations. Based on those insights, they’ll design a personalized strategy to put you on track and recommend appropriate investments. They’ll monitor your progress, check in with you regularly, and adjust your plan as your circumstances change, so you always feel comfortable and confident.