NEFCU Financial Group
Offered through CUSO Financial Services

141 Harvest Lane
Williston, VT 05495
800-400-8790
Investment@nefcu.com
www.nefcu.com
 
 




Investor Profile and Asset Allocation Calculator
Investor Profile and Asset Allocation Calculator

Use this tool to establish an investor profile and compare an investor's current asset allocation against a model portfolio suitable for that profile.


Questions
Current Asset Allocation
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Non-deposit investment products and services are offered through CUSO Financial Services, LP ("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 for investment services. Atria Wealth Solutions, Inc. ("Atria") is a modern wealth management solutions holding company. Atria is not a registered broker-dealer and/or Registered Investment Advisor and does not provide investment advice. Investment advice is only provided through Atria's subsidiaries. CUSO Financial Services, LP is a subsidiary of Atria.

Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2020.