Institutional Intelligent Portfolios - Generations FCU

Introducing Institutional Intelligent Portfolios,
a new way to invest.

Welcome to Automated Investing, where IIP's robo-advisor can help build and manage your portfolio

CUSO Financial Services, L.P. (CFS*) at GFCU is offering Institutional Intelligent Portfolios® (IIP) an innovative new way to invest through Schwab Performance Technologies®. IIP offers a diverse suite of portfolio’s using an automated management investment service that helps automatically rebalance your investments when needed.

Below are some of the reasons to consider IIP:
  • Quick and Easy Account Set-Up
  • Low account minimums
  • Competitive, low-cost management fees
  • Investment strategies developed from a selection of hundreds of ETFs
  • Easily transfer and rollover IRAs and 401(k)s


* Your portfolio will be held in a brokerage account at Charles Schwab & Co., Inc.

These materials have been independently produced by GFCU. GFCU is independent of, and has no affiliation with, Schwab Performance Technologies® (“SPT”), Charles Schwab & Co., Inc. (“CS&Co”), or any of their affiliates (together, “Schwab”). Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials, nor has Schwab independently verified any of the information in them. Institutional Intelligent Portfolios® is an automated investment management service for independent advisors and available exclusively through independent investment advisory firms like CUSO Financial Services, L.P. (“CFS”). CFS, not Schwab, is responsible for advising you on its program, including recommending and selecting a portfolio appropriate for you and managing your portfolio on a discretionary basis. Your portfolio will be held in a brokerage account at CS&Co. “Institutional Intelligent Portfolios” is a trademark of Charles Schwab & Co., Inc.

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. The Credit Union has contracted with CFS for investment services. Atria Wealth Solutions, Inc. (“Atria”) is a modern wealth management solutions holding company. Atria is not a registered broker-dealer and/or Registered Investment Advisor and does not provide investment advice. Investment advice is only provided through Atria’s subsidiaries. CUSO Financial Services, L.P. is a subsidiary of Atria.

Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.