OPEN ACCOUNTCONTACT USOUR RATESLOCATIONS & ATMSLOAN PAYMENT LOGIN Investment Management Our partners at CUSO Financial Services, L.P. (CFS*) will help you navigate the multitude of investment choices available to you.Reach Out Today Asset allocation strategy Portfolio implementation Portfolio management Financial Partner for Life At Amplify Wealth Management, available through CFS*, we want to be your financial partner for life. Your CFS* Advisor will work with you to explain different investment options and strategies that may help you reach your goals. You are at the center of the entire financial planning and investment process, and your Advisor will create a plan that helps fit your individual goals, circumstances, and risk tolerance. Investment Management Made Easy There are generally five components of investment management: Your Personal Profile The first step is an analysis of your financial needs and goals. They’ll discuss your current situation, your investment time frame, and your tolerance for various types of investment risk. Your Asset Allocation Strategy Next, they create an investment strategy and determine how to diversify your investments among different types of assets. Each investor’s asset allocation strategy is uniquely tailored to their financial goals, risk tolerance, and timeframe. Implementation of Your Portfolio Your CFS* Advisor will analyze available options and recommend a blend of investment products designed to complement your goals. Some of the investments you may choose from are: Stocks, bonds, and mutual funds, Fixed- and variable-rate annuities, Exchange-Traded Funds (EFTs) and Unite Investment Trusts (UITs), and Professionally-managed portfolios. Portfolio Management Your CFS* Advisor will work with you to monitor your portfolio’s performance. Adjustments may be made to your asset allocation in response to market conditions or to changes in your risk tolerance or goals. Monitor and Review Your CFS* Advisor will keep in contact with you throughout the year, updating you on any changes in your portfolio, as well as any issues that might affect your investment strategy. The Wealth Management Team Srinath DeSilva Financial Advisor CUSO Financial Services, L.P. Available at our Pond Springs and La Frontera Locations Phone: (512) 519-5460 Email Me About Me Michael Jones Financial Advisor CUSO Financial Services, L.P. Available at our Esperanza Crossing and Cedar Park Locations Phone: (512) 498-3045 Email Me About Me Additional Links: Investment Account LoginOnline TradingBrokerCheck Ready to Manage Your Investments? Want to schedule directly with a specific CFS* Financial Advisor? Select the location corresponding to: Srinath DeSilva: Pond Springs and La Frontera Michael Jones: Esperanza Crossing and Cedar Park View Branch Locations First Name* Last Name* Email* Phone Number How can we help? Please do not include any sensitive information such as account number or social security number. Where would you like to meet an advisor? Choose One Cedar Park Esperanza Crossing La Frontera Pond Springs Online (Virtual Meeting) Send * 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 to make non-deposit investment products and services available to credit union members. Products & Services Mortgage Loans Savings Accounts Auto Loan Wealth Management Insurance Online & Mobile Banking Amplify About Us Annual Report Careers Holiday Closings Contact Us Resources Rates & Fees Amplify Blog Forms & Disclosures Loan Payments Calculators Find Branch / ATM Business Hours Help & Support Help & FAQs Lost/Stolen Card Enroll in Online Banking Log in to Online Banking Password Reset Order Checks Make a Payment Amplify Credit Union has been serving the Austin, TX community since 1967. Open a bank account and apply for an auto, home or personal loan with Amplify Credit Union today. Member Help Center View our Branch & ATM Locations (512) 836-5901 NMLS# 530487 ROUTING NUMBER: 314977227 Complaint/ADA NoticesPrivacy & Security© 2021 Amplify Credit Union Insured by NCUA Equal Housing Lender