Investment Services

The Summit Retirement & Investment Services program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group.

The Summit Retirement & Investment Services advisors can help you formulate your retirement or savings plan. Based on your goals and timeframe, your advisor will help you allocate your assets into the appropriate investment vehicles, which may include:

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Stocks

Purchasing stock makes you a shareholder, or part-owner, in the company issuing the stock. Many investment portfolios include a diversified selection of stocks.

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Bonds

Companies or governments often issue bonds, often referred to as fixed-income securities, to raise money. Bonds have a predictable rate of return that is typically, comparatively lower.

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Mutual Funds

A mutual fund is a professionally-managed collection of investments that allows for a number of investors to own the variety of investments it contains. Gains and losses of the fund are shared proportionally among the fund’s investors. Each mutual fund has its own guidelines dictating which investments are included in the fund.


*The Summit Retirement & Investment Services program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group.

The Summit Retirement & Investment Services Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.

For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.

FR-3071354.1-0520-0622