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Risk Tolerance
Any investment advisor knows that Risk Tolerance is top on the priority list for any investor - from new investors to seasoned veterans. Your risk tolerance depends on where your life is taking you at the moment. Are you scrambling to have enough money for retirement, saving for your child's college education, just looking to start a long term IRA or wanting quick returns with a lot of risk?
First Tech Investment Services can help you realize those tolerances and set up a plan that not only meets your needs but works with your investment philosophies. Call 800.637.0852 x3371 in Oregon or x7149 in Washinton. Or use the online form and set up your complimentary initial consultation with a First Tech Investment Services financial advisor through CFS.
Investments and investment advisory services offered through CUSO Financial Services, L.P. (CFS), an independent broker-dealer and SEC Registered Investment Advisor are Not NCUA/NCUSIF insured, are Not credit union guaranteed and May lose value. First Tech Credit Union is in partnership with CFS. Financial Advisors are employees of First Tech Credit Union and registered through CFS. (Member FINRA/SIPC).
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