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Portfolio Management

Stay a step ahead and reach your financial goals.

Our Investment is in Your Success

Whether you are developing an initial investment plan, or have a current plan in place, Affinity Investment Services can help you develop your strategy and create a customized portfolio based on your objectives and risk tolerance.

Contact an Affinity Financial Advisor

Comprehensive Solutions

With all of the investment products available in today's marketplace, making choices may seem overwhelming to many investors.

Your Financial Advisor serves as a skilled guide and helps you make informed decisions. We offer access to a full array of investment choices from the nation's leading mutual fund complexes, insurance companies and institutional money managers. Our wide selection of products includes:

  • Mutual Funds and Exchange-Traded Funds
  • Unit Investment Trusts
  • Fixed and Variable Annuities
  • Stocks
  • Bonds
  • Managed Accounts
  • Life Insurance
  • Long Term Care Insurance

Regular account reviews with your Financial Advisor will let you know how your portfolio is performing, and whether your investments are still consistent with your long and short-term financial goals.

Contact an Affinity Financial Advisor
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© 2017 Affinity Federal Credit Union

1 Affinity Investment Services Financial Advisors are Registered Representatives of INVEST Financial Corporation, member FINRA/SIPC. INVEST and its affiliated insurance agencies offer securities, advisory services and certain insurance products. INVEST is not affiliated with Affinity Federal Credit Union, Affinity Investment Services, or other entities named. Products offered are: • Not insured by the NCUA • not a deposit or other obligation of or guaranteed by any credit union • subject to risks including the possible loss of principal amount invested.

This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein. INVEST does not offer tax or legal advice.

INVEST Financial Corporation's Privacy Policy

Important Consumer Information:
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;
1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements.
2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) affecting, or attempting to affect, transactions in securities; or (b) rendering personalized investment advice for compensation.

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