Specialization in Financial Institutions

Selecting the right broker dealer for your investment program is an important business decision that greatly impacts your credit union's success. As a broker dealer and Registered Investment Advisor serving financial institutions across the United States, CUSO Financial Services L.P. (CFS) understands the needs of the credit union as well as those of the members who belong to it.

When working with CFS, your investment program will be supported by a broker dealer with an extensive breadth of knowledge, depth of experience and dedication to financial institutions.

Flexible Programs and Technology that Meet Your Needs

Our commitment to flexible service means that we offer programs that fit your needs. Your institution can choose from among managed programs, dual-employee programs, online-only offerings or "piggyback" B/D services. This customization has earned CFS the description of "concierge service in a broker dealer" from our customers. We believe every credit union of any size deserves the high-touch customer service that comes from the custom models we've implemented.

CFS is managed by experienced securities industry professionals. We offer technology systems, analysis and marketing materials to support your distinct objectives. We provide structured program support that is both high tech and high touch. We built CFS with the industry's best technology systems to keep you connected, efficient and compliant.

Long-term Relationships and Registration

CFS has had a long and successful relationship with Pershing, one of the largest clearing firms in the world. We offer no proprietary products so we're able to provide unbiased product recommendations, and advisors are open to choose what's most appropriate for their clients. Our client list includes hundreds of credit unions, as wide-ranging as the members they serve.

  • Corporate
  • Military
  • Educational
  • Community-Based
  • Government
  • Police/Fire
  • Religious
  • State/County Employees
  • Utilities and telecommunications

CUSO Financial Services, L.P. is a member of FINRA / SIPC and registered with the SEC in all fifty states. We are also licensed to sell insurance in all states where our agents do business.

CFS is committed to helping you grow your assets and long term success.