CUSO Financial Services Gains New Investment Program Clients in the Midwest

Credit unions choose financial institution specialty broker dealer for stability and growth support

May 09, 2012, 13:29 ET from CUSO Financial Services, L.P.

SAN DIEGO, May 9, 2012 /PRNewswire/ -- CUSO Financial Services, L.P. (CFS), a full-service broker dealer and SEC Registered Investment Adviser providing customized investment and insurance solutions to credit unions, added more than 30 new investment program clients in 2011, including four recently implemented programs at credit unions throughout the Midwest. These four programs have combined assets of more than $2 billion and collectively serve more than 170,000 members.


Known for its strength and stability, technology differentiation, supportive partnership, and laser focus on developing successful investment programs inside financial institutions, CFS has developed a reputation for program growth support. Last year, CFS helped nearly 50% of its programs achieve their highest revenue on record.   

CFS provides flexible program offerings including two primary and several hybrid models. These include "managed programs" wherein program managers and investment advisors are employed and managed by CFS, and "dual programs" where managers and advisors are employed by the credit union but are licensed, registered and supervised for compliance through CFS. The hybrid programs combine both options and appeal to credit unions migrating from a managed program to dual or vice versa. The four new investment programs include three managed and one dual program.

The new managed programs include:

The new dual employee program is with 3Rivers Federal Credit Union in Fort Wayne, Indiana.

"We are happy to welcome such established credit unions to our network," said Valorie Seyfert, CFS president and CEO. "By moving forward with CFS, these programs have demonstrated their commitment to their members' investment needs. We look forward to providing the support, technology tools, products and services that will help the credit unions expand their offerings and achieve their long-term goals."

To learn more about CFS investment programs call 1-800-686-4724, ext. 4412.

About CUSO Financial Services, L.P.

Established in 1997, CUSO Financial Services, L.P. (Member FINRA/SIPC) is headquartered in San Diego and has more than 150 credit union users, including 25 of the top 100 credit unions in the country.  With branch offices located nationwide, and more than 350 licensed representatives, CFS is a full-service broker/dealer and SEC Registered Investment Adviser offering customized investment and insurance solutions to credit unions. For more information, call 1-800-686-4724, ext. 4412 or visit

Media Contact:

Lexy Haynes
Clearpoint Agency, Inc.

SOURCE CUSO Financial Services, L.P.