Investment Management*

Help with managing your current assets and the long-term stability of your business is available through the knowledgeable guidance of our Investment Management team. The experienced professionals from CUSO Financial Services (CFS)* and MEMBERS Trust Company are ready to discuss your goals and work with you to create investment, trust and insurance plans designed to suit the specific needs of your business.

Investment options available from CUSO Financial Services, L.P. (CFS) include:

  • 401(k) plans and other retirement options
  • Key Person insurance products to protect your business from the loss of a vital employee
  • Individual Retirement Accounts (IRAs)
MEMBERS Trust Company can help meet your business trust needs for**:
  • Cash Management
  • Retirement plans
  • Corporate securities duties

Contact us today to find out how our Investment Management team can help your business!

Find out more about how Bellco can help you and your business. Fill out the Business Services Request Form or call us at 303-689-7900 or at 1-877-9BELLCO (877-923-5526).

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA /SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Bellco Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union customers.

**Please note that CUSO Financial Services, L.P. (CFS*) and Members Trust Company are not affiliated.