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Investments

Let us help you build a portfolio from our investment options* that will put you on the right track for what lies ahead. We offer mutual funds, annuities, advisory services, and much more.

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Mutual and Exchange-Traded Funds

Managing investments can be tricky and time-consuming. Let our CFS advisors help you choose and manage your investment fund.1

  • A mutual fund is a professionally managed and diversified investment program.
  • An exchange-traded fund (ETF) is a basket of securities that trades on a public exchange and prices.

Annuities

An annuity could be great for retirement. We can help you pick the type that best fits your needs.

  • Fixed Annuities2 provide a guaranteed interest for a fixed term.
  • Fixed Index Annuities2 are linked to the performance of a stock market index.
  • Variable Annuities offer a potential higher rate of return but are susceptible to turbulence.
  • Immediate Annuities generate guaranteed income from the get-go.
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Advisory Services

We offer a combination of advice and oversight.

  • Pay a fee based on a set percentage of your managed assets, not on commission.
  • Get an individualized portfolio and ongoing management.

Stocks and Bonds

We can help you navigate the confusing world of stocks and bonds.

  • With stocks, you're part owner—you have voting rights and a share in the company’s future profits.3
  • Bonds provide a higher claim on assets than a stockholder. You also get paid sooner if something happens to the company.
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College Savings Plan (529)

It’s never too early to begin saving for college. Investing a few dollars per month can go a long way.

  • A 529 College Savings Plan4 has no minimum or maximum contribution requirements, and earnings are tax-free when used toward education.
  • Contributions are tax-deductible in some states, including Oregon (up to annual limits).
  • Change your contribution amount up to twice a year. No annual limits or minimum deposits.

Resources

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Plan For Retirement, Especially In Your 20s

Learn how to plan for retirement at an early age. The sooner you get into the habit of saving for retirement, the more time your money has to grow.

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Estimating Your Retirement Income Needs

The simple advice is to set your retirement income as a percentage of your current income. But that approach doesn't account for your specific plans.

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6 Steps to Prepare for Your (Financial) Future

Small steps and helpful tools—like the right savings account (they’re not all made equal)—can help you get ahead. Here are six small steps you can take.

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Demystifying Financial Terms: APR & APY

Trying to understand APR and APY can be confounding. They aren't simply interest rates but something far more complex. Let us help you figure them out.