History

Since 1996, when CFS was established, we've worked hard to develop a program that offers a full range of investment services and is flexible enough to meet the needs of any credit union. One of the early decisions we made regarding the structure of our company has contributed significantly to the manner in which we have grown over the years.

Rather than operating as an LLC or a corporation, we chose to operate as a limited partnership, offering credit unions the opportunity to team with us by taking an ownership position. Nearly half of our credit union clients have become limited partners; their insight and opinions are solicited and considered as we develop new and innovative products and services. This provides us with a huge competitive advantage, since we are learning directly from those we serve exactly what their needs are.

As our company has grown, many things have changed as we've added new personnel, branches and services. Our core values have remained the same, as has our mission to structure investment programs that add value to our credit union clients, which allows them to provide a higher level of service to their members.