Clackamas branches will be closed on Monday, November 11th in observance of Veterans Day.

Investment Services

Available through CUSO
Financial Services, L.P.1

Investment Services

It’s good to have an experienced advisor on your side to help you define an investment strategy that serves your goals. Visit our Investment Services microsite available through CUSO Financial Services, L.P.1 for financial advice, market info, education and tools for every stage of life.

Insight & education

Get the news on retirement, college, taxes and other issues, and build skills on important financial topics.

Monitor your markets

Track the Dow, S&P, NASDAQ and more with weekly, monthly, quarterly or annual multimedia updates.

Tools for your life

Discover solid financial strategies for every stage of life, from starting a family to getting a financial windfall.

Log into my portfolio

Use your member ID to log into My Portfolio View, where you can monitor and manage all of the financial investments (available through CFS1) in your portfolio, in one place.

Take me to my portfolio

Talk to an advisor

Whether you have specific investment questions or you’re not sure what to ask, we can help. Schedule an appointment with our CFS1 Financial Advisor and Accredited Asset Management Specialist(SM), Tony Fox, to get started.

Tony Fox, CFS* Advisor
(503) 722-5470
[email protected]

DIY Numbers

Dream big. Take action.

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