HCU – Hypothetical Credit Union

Investment Services

We take your retirement planning personally!

When you talk with us about retirement, we will ask about your current financial situation, investments, retirement horizon and tolerance for risk, so that we can tailor your personal retirement strategy to fit your needs. We want to understand your goals, so that we can help you reach them.

Come in for a complimentary portfolio and retirement planning review. A Financial Advisor at Hypothetical Credit Union will do what we have done for thousands of members over the last 20 years: help you map a route from where you are today to your personal retirement destination. Then we will do our personal best to help you get there.

eVISION^® offers self-directed online trading
If you prefer to make your own investment decisions, you can do so online with eVISION^®.

Clear 1 links you to your full-service investment portfolio
To view your investment portfolio online, use Clear 1.

Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and 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. (Hypothetical Credit Union) has contracted with CFS to make non-deposit investment products and services available to credit union members.