CUSO Financial Services Selected as Broker-Dealer by Arrowhead Credit Union Due to Its Reputation as a Financial Institution-Focused Broker-Dealer
Inland Empire credit union impressed with staff, leadership, and
tailored business planning capabilities
SAN DIEGO–(BUSINESS WIRE)–CUSO
Financial Services, L.P. (CFS) has been chosen by Arrowhead
Credit Union to bring its core expertise of growing investment
programs to the Inland Empire-based financial institution. Arrowhead
executives interviewed several broker-dealers before selecting CFS for
its reputation and customized business planning strategies for the
credit union.
“It’s important for us to offer a solid, reputable investment program,
and CUSO Financial’s senior
leadership team has a stellar reputation in the industry,” said
Emily Friesen, senior vice president of strategic marketing for
Arrowhead. “During the interview process, I was impressed with the
strategies CFS modeled on how to grow our program. And, everyone I met
had an obvious, genuine love of their job. It was clear they are a solid
company that is going to provide us and our members with an exceptional
service experience.”
Arrowhead Credit Union has 125,000 members with approximately $937
million in assets and 11 branches in Southern California cities
including San Bernardino, Riverside, Redlands, and Chino. Founded in
1949, the credit union’s investment
program was formerly with a large independent broker-dealer until
earlier this year. With CFS as its broker-dealer, Arrowhead will
maintain a managed investment program whereby the financial advisors are
licensed, supervised and employed by CFS. The investment program is
currently led by a manager with four representatives and one licensed
assistant.
“Tailored customer support is our top priority,” said Valorie Seyfert,
CEO. “Our concierge approach allows us to proactively anticipate and
address the needs of our financial institutions. We are right-sized,
with the scale to provide sophisticated services and technology
advancements that credit unions desire, and the resources to support
priorities such as compliance oversight, ease of doing business, and
responsiveness for every client.”
Arrowhead investment program clients have already experienced
improvements, including online appointment scheduling and single sign-on
access through CFS’s proprietary My
Portfolio View tool that integrates clients’ investment information
into the credit union’s home banking website. The investment program
products and services include stocks, bonds, mutual funds, college
planning, retirement planning, estate and inheritance planning and more.
About CUSO Financial Services, L.P.
Established in 1997, CUSO
Financial Services, L.P. (Member FINRA/SIPC)
is headquartered in San Diego and works with more than 185 credit unions
across the country. With branch offices located nationwide, CFS is a
full-service broker-dealer and SEC
Registered Investment Adviser offering customized investment and
insurance solutions to credit unions. For more information, follow
us on LinkedIn.
Contacts
CUSO Financial Services, L.P.
Amanda Whitlock, 760-230-2424
amanda@clearpointagency.com
