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Mutual Funds

Mutual Funds are portfolios of investments that allow for a diversified strategy in a single investment. Get started with as little as $500 and regular contributions from $50/month. Plus, we can easily integrate your existing portfolio into your plan, making continuous improvements along the way.

Financial planning services are free for our members. And, since we don’t work on commission, you know our focus is on your financial well-being, not meeting a sales quota.

We've partnered with Worldsource Financial Management to give you the  opportunity to invest in thousands of different funds.

Mutual Funds are offered through Worldsource Financial Management Inc., sponsoring mutual fund dealer. Other Products and Services on this website are offered through Copperfin Credit Union.

Please see legal disclaimer here.