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  • INVESTMENT OPTIONS
    • Retirement Planning
    • Job Changes & Account Rollovers
    • Asset Management
    • Educational Funding
    • Estate Planning
    • Insurance Planning
  • OUR TEAM
    • Andrew Lawrence
    • Beau Kelley
    • Mike Lin
    • Mitch Hamilton
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Asset Management

Part of a strong long-term investment strategy includes choosing the right investments and monitoring their performance over time.

Together with your financial advisor, you’ll discuss your financial goals and the degree of risk you’re comfortable with so that they can help create a customized investment plan designed to meet your needs and objectives.

To learn more about asset management, contact a CFS Financial Advisor to schedule a free, no-obligation appointment

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

CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional, information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.

  • Photo of Andrew Lawrence

    Andrew Lawrence

    Financial Advisor
  • Beau Kelley

    Beau Kelley

    Financial Advisor
  • Mike Lin

    Mike Lin

    Financial Advisor
  • photo of Mitch Hamilton

    Mitch Hamilton

    Financial Advisor

CFS logo

253.383.2016

info.cfsinvest@soundcu.com

Sound Credit Union
P.O. Box 1595
Tacoma WA 98401

Quick Links

Retirement Planning

Job Changes & Account Rollovers

Asset Management

Educational Funding

Estate Planning

Insurance Planning

Our Team

My Portfolio Login

Contact Us

www.soundcu.com

Financial Calculators

Retirement Calculator

Investing Calculator

IRA Options Calculator

401k Calculator

College Calculator

Life Insurance Calculator

Copyright 2019 CUSO Financial Services, L.P. | All Rights Reserved
  • INVESTMENT OPTIONS
    • Retirement Planning
    • Job Changes & Account Rollovers
    • Asset Management
    • Educational Funding
    • Estate Planning
    • Insurance Planning
  • OUR TEAM
    • Andrew Lawrence
    • Beau Kelley
    • Mike Lin
    • Mitch Hamilton
  • RESOURCES
    • Articles
    • Calculators
      • Retirement Calculator
      • Investing Calculator
      • IRA Options Calculator
      • 401k Calculator
      • College Calculator
      • Life Insurance Calculator
    • Videos
  • LOGIN
    • Clear 1
  • CONTACT US
  • SOUNDCU.COM
Sound Credit Union Investments