Investment Services
Available through CUSO
Financial Services, L.P.1
It’s good to have an experienced advisor on your side to help you define an investment strategy that serves your goals. Clackamas Investment Services, available through CFS,1 is here to help make your dreams a reality. Whether you’re looking for financial advice, market info, or educational tools for every stage of life – we’ve got your back.
Contact our CFS1 team today to assist you in creating an investment plan designed to fit your life and help you retire with confidence. To schedule your complimentary personal consultation call (503) 722-5470.
Helping make your dreams a reality
Tony Fox
Financial Advisor
Tony is a CFS1 Financial Advisor and Accredited Asset Management SpecialistSM. Tony has 17 years of experience in the financial industry. Tony specializes in asset allocation, retirement planning, and portfolio analysis. Tony is passionate about helping members achieve their goals. Tony carefully gets to know Clackamas members by understanding their full financial picture.
Joey Tsai
Financial Advisor
Joey is a CFS1 Financial Advisor with over 14 years of experience in the financial industry. Joey strives to help people reach their goals by leveraging his experiences over the years, Joey utilizes a number of strategies. After having a personal conversation discussing your goals, what’s important to you and what specific needs you have, Joey gets to work – finding the best fit you can be confident in during your journey.
Binny Nguyen
Investment Services Associate
Binny spent ten years at Habitat for Humanity helping low to moderate income families purchase their very first home. His passion is to help individuals succeed financially, whether through one-on-one counseling or referring them to financial literacy resources. When not at work, Binny loves spending time with his family. Binny enjoys traveling, camping, and visiting many of the great restaurants here in the metro area.
We're here to help
We are big believers in the personal touch, and we are always here for our clients. Any time you have a friend or loved one who needs help, has questions, or is looking for similar advice that we have given you, we are available to help them.
Wealth and Asset Management
Regardless of the amount of assets you have, our job is to help you manage it based on your goals, risk tolerance, and time horizons.
Risk Management
Sometimes it is not about how much you make, but rather protecting what you have. We can help tailor solutions that can help manage risk in a portfolio.
Tax Management
We are not tax advisors,2 but we can help clients utilize their assets in a more tax efficient way. We can help manage long-term taxation through rebalancing and reallocating assets over time.
Estate Planning Strategies
We are not lawyers, but we can help you strategize and plan for how to leave assets by helping develop a goals-based plan for your assets.
Cash and Debt Management
We can help discuss the advantages and disadvantages of your choices to help you make a more informed and educated decision.
Philanthropy
Would you like to give more money to charity or other causes? We can help you plan for that as well, whether that is disbursing funds during your lifetime or leaving money once you’re gone.