Align your investment goals with your values.
You should feel good about how your hard-earned savings will be used when you invest it. Whether contributing to your retirement or investing in your portfolio, you have the ability to potentially grow your funds in industries that match your moral identity.
The CFS* Investment Advisors at Bay Federal Credit Union are available for a complimentary review of your retirement plans and options, inheritance solutions, and investment needs. We offer socially-screened portfolios that support:
- Environmental Sustainability and Resource Efficiency
- Equitable Societies and Respect for Human Rights
- Accountable Governance and Transparency
Learn more about socially responsible investing and schedule a complimentary appointment today!
*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. Bay Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.