advice-matters-fairwinds

Advice matters.

Studies show you could be earning 3% more on your investments.1

Secure your future with FAIRWINDS Wealth Management services.*

Partnering with an advisor could be more important than you think. Recent studies have reported that investors who work with advisors could potentially add 3% to their net returns.1

Getting professional advice can help you earn about 3% higher median annual return versus managing on your own2.

Working with FAIRWINDS’ Wealth Management Services, available through CUSO Financial Services L.P., we can help you:

  • Determine appropriate risk levels
  • Make cost-effective investments
  • Understand market volatility and timing
  • Manage allocations and rebalance your investments
  • Understand taxable and tax-advantage allocations
  • Get more from your portfolio

 

 

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*Offered through CUSO Financial Services, L.P. 1According to Vanguard’s study based on their Alpha framework. Putting a value on your value: Quantifying Vanguard Advisor’s Alpha, Vanguard Research, 2014.

2According to the study of eight large 401(k) plans with more than 425,000 participants and $25 billion in assets, by Aon Hewitt, a consulting firm, and Financial Engines, an investment advisory firm, between 2006–2010.

3Non-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. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.