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Investments

Bear? Bull? Don't stress.
We'll take care of you.

Not following the stock market ticker? No problem. Our CFS* Financial Consultants are here to help you build an investment plan for your future.

stock market scale
Investment Options
Investments Specialists
Consultants
About CFS*
FAQs
My Portfolio

Consultants

Check the background of this firm and the financial professionals on FINRA's Broker Check.


Thomas Brunz CFS* Financial Consultant

Thomas Brunz
CFS* Financial Consultant
CA Insurance License #0K17877
AZ, CA, CO, ID
(909) 379-6550

Branches
Crestline • Redlands • Yucaipa

MAKE AN APPOINTMENT


Aaron Bitran CFS* Financial Consultant

Aaron Bitran
CFS* Financial Consultant
CA Insurance License #00B82510

AZ, CA, FL, HI, NV, UT, WA, WY

(909) 379-6561

Branches
Fontana • Sierra Way

MAKE AN APPOINTMENT


David Miller  CFS* Financial Consultant

David Miller
CFS* Financial Consultant
CA Insurance License #0G61348
CA, NV

(909) 379-6552

Branches
Highland • Rialto

MAKE AN APPOINTMENT


Sunny Dinh CFS* Financial Consultant

Sunny Dinh
CFS* Financial Consultant
CA Insurance License #0E07129
CA, TX

(909) 379-6478

Branches
Chino • Rancho Cucamonga • Riverside

MAKE AN APPOINTMENT

 

We’ve developed a relationship with CUSO Financial Services, L.P. (CFS) to provide a broad variety of investment options to meet your individual preferences. Our CFS financial consultants will work with you to tailor fit your needs. Whether you decide on "do-it-yourself" style investing or a full service option, they will find the right products and services to help you reach your investment goals.  

Call us today and ask to schedule a complimentary appointment.

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("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 to make non-deposit investment products and services available to credit union members.

About CFS*

CUSO Financial Services, L.P. (CFS)

Your CFS financial consultant assists you throughout your entire investment life cycle, whether you are just starting out and saving for a house or family, saving for college for your children, planning retirement, or taking distributions of your wealth to enjoy life! We align our investment program objectives with credit union philosophy.

CFS consultants have the knowledge, tools and technology to assist you with your investment decisions. We follow a disciplined approach to investing that embraces strategies, including asset allocation, short- mid- and long-term investment horizons, to help every client develop an investment portfolio to meet his or her own risk tolerance level.

CFS financial consultants assess the following areas with you:

Risk Tolerance

Investing may involve risk, and it's important to understand how much risk you are taking on in pursuit of investment goals. CFS financial consultants will review your investments and make sure you are not taking on more risk than you are comfortable with.

Portfolio Diversification

Markets and economic conditions change. In most cases, no single investment approach will fit in every economic situation. It's important to have a diversified portfolio that can help protect you from the unexpected. CFS financial consultants will review your portfolio to help ensure your investments are appropriate for your goals.

Income Strategy

Your financial consultant will review with you your income needs along with your risk tolerance to create a retirement income plan. We understand investing is a big decision and want you to be comfortable with not only your investment strategy, but your dividend and payout options also.

Long-term Investment Strategy

Remember your investment horizon timeline. Capital markets fluctuate and market volatility is part of the normal process. Don't let today's headlines distract you from your long-term goals. CFS financial consultants will help you keep your long-term objectives in view, to avoid making any hasty short-term decisions.

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("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 to make non-deposit investment products and services available to credit union members.

FAQs

What products and services are offered?

Products and services offered through CFS* include:

  • Stocks
  • Bonds
  • Mutual Funds
  • Annuities
  • College Planning
  • Retirement Planning
  • 401K, Pensions, and IRA rollovers
  • Estate and Inheritance Planning
  • Online access to your account(s)
  • Asset Allocation and Portfolio Balancing

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“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 to make non-deposit investment products and services available to credit union members.

My Portfolio

Login to My Portfolio

First Time Logging In?

You can review your investments by logging on to My Portfolio at anytime.

To access your portfolio, please contact your Financial Advisor who can help you get started at (909) 379-6551. Request your Arrowhead Investment Services Membership ID and password.


Please note: This login is different than your login for Arrowhead Credit Union.

Returning and Need Assistance? 

If you need additional assistance, your Investment Advisor is available to help during normal business hours. Please call them at (909) 379-6551.

When you select Arrowhead Investment Services, you establish a relationship with CUSO Financial Services L.P. (CUSO). Together, we want to help you meet your financial needs. You are a member and we care about your goals.

We listen to what’s important to you, and where you want to be financially five, ten or even thirty years from now. Once we understand where you want to go, we can offer the choices and guidance to help you get there.

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