Automatic Investment Plan

An Automatic Investment Plan is a plan you set up with a CFS Wealth Management Consultant based on your risk tolerance, income needs, and monthly investment ability. You can start investing for as little as $25 per month. Each month, your money is invested into the funds you choose to help you gradually gain more shares.

An automatic investment plan does not assure a profit and does not protect against loss in declining markets. Such a plan involves continuous investment, so investors should consider financial ability to continue purchases through periods of low price levels

No-Cost Consultation

You can make an appointment with your local CFS Wealth Management Consultant by calling Member Service at 1-888-883-7228 or you can visit your local Altura branch.

Financial Consultants at Altura are registered through CFS in the following states: California, Arizona, Arkansas, Indiana, New York, Utah and Washington.

Investment Products and Services offered through CUSO Financial Services, L.P. (CFS), are not NCUA/NCUSIF insured, not credit union guaranteed, and may lose value. Financial Consultants are employed by Altura Credit Union and registered through CFS. Altura Credit Union is in partnership with CFS (Member FINRA / SIPC) and SEC Registered Investment Advisor.