Mutual Funds
We provide personal and customized advice to help you plan for and achieve your financial goals. We offer a complete range of financial products and services for a balanced portfolio that includes mutual funds.
A mutual fund pools together money contributed by many investors, which is then invested on their behalf by professional money managers. Your credit union provides access to many advantages when it comes to investing in mutual funds*, including more options than many other major financial institutions and an expert portfolio review with our registered Aviso Wealth Mutual Funds Representatives and Investment Advisors about how you can improve your overall performance. Consultation services with your Mutual Funds Representative or Investment Advisor are easy to arrange and always FREE of charge. We look forward to helping you in every way we can.
Features and Benefits:
- Free expert advice from a licensed Investment Advisor
- More options than many other financial institutions
- Current portfolio review, assessment and recommendations
* Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual fund securities and cash balances are not insured nor guaranteed, their values change frequently and past performance may not be repeated.