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Digital Investment Advice

New to investing?

New to investing?

Find out how an Intelligent Digital Advisor can help build and manage your portfolio.

Florida Credit Union Investment Center, available at CUSO Financial Services, LP (CFS) is excited to introduce Digital Investment Advice, a new way to invest.

CUSO Financial Services, L.P. (CFS*) at Florida Credit Union is offering Institutional Intelligent Portfolios® (IIP) an innovative new way to invest through Schwab Performance Technologies®. IIP offers a self-directed and diverse suite of portfolios using an automated management investment service that helps automatically rebalance your investments when needed.
Below are some of the reasons why you may want to consider a digital advisor:

  • Quick and Easy Account Set-Up
  • Low account minimums
  • Competitive, low-cost management fees
  • Investment strategies developed from a selection of hundreds of ETFs
  • Easily transfer and rollover IRAs and 401(k)s

To get started, visit the Institutional Intelligent Portfolios® website.

These materials have been independently produced by Florida Credit Union Investment Center, available through CFS*is independent of, and has no affiliation with, Schwab Performance Technologies® (“SPT”), Charles Schwab & Co., Inc. (“CS&Co”), or any of their affiliates (together, “Schwab”). Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials, nor has Schwab independently verified any of the information in them. Institutional Intelligent Portfolios® is an automated investment management service for independent advisors and available exclusively through independent investment advisory firms like CUSO Financial Services, not Schwab, is responsible for advising you on its program, including recommending and selecting a portfolio appropriate for you and managing your portfolio on a discretionary basis. Your portfolio will be held in a brokerage account at CS&Co. “Institutional Intelligent Portfolios” is a trademark of Charles Schwab & Co., Inc.*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and 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. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.† For specific tax advice please consult a qualified tax professional.

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