INVESTMENT SOLUTIONS

PENFED WEALTH* MANAGEMENT

Understanding your needs to help you build your assets.

Guided by a team of dedicated experts, we help

both members and non-members preserve, manage, 

and build their finances.



PenFed Wealth        Informative Seminar

 

 

 

 

Available through CUSO Financial Services, L.P (“CFS”), PenFed Wealth Management will define an investment strategy tailored to you.

 

 

 

 

 

 

No matter your investment needs, we provide the insights and solutions to help optimize your portfolio.

 

Explore how we can help you make
the most of your investments:


• Federal Employee Retirement System (FERS)
• Thrift Savings Plan (TSP)
• 401 (k) Rollovers and IRAS
• Investment Planning
• Civil Service Retirement System (CSRS)
• College Funding
• Tax savings and additional income

 

 

*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. Pentagon Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. PenFed Wealth Management is the marketing name for non-deposit investment products and services provided at Pentagon Federal Credit Union through CFS.