Group Log In Search Menu Skip nav to main content. Calculators & Tools Message Us Schedule Appointment INVESTMENT SERVICES Setting the foundation for your future Get professional advice to help you plan for the future with investment services tailored to your unique needs. Schedule a Complimentary Consultation Overview Investing is about more than just “How much?” —it’s about “How will you use it?” Let us help you achieve your long-term financial goals. Investment Options No matter what you need, RCU, in partnership with CUSO Financial Services, L.P. (CFS), has the investment products to help you reach your financial dreams. What we offer Mutual funds Even a small initial investment can allow you to invest in a professionally managed fund that also maintains liquidity. Annuities Annuities offer a guaranteed stream of income over a period of time, as well as tax deferral advantages. Stock & exchange traded funds Find the right stocks and exchange funds to support your specific financial goals. Bonds Looking for a secure investment? We’ll help you find the right bonds in which to invest your money. Unit investment trusts (UIT) Unit investment trusts provide a cost-efficient way to invest in a fixed set of professionally selected securities, with potential tax advantages. Real estate investment trusts (REIT) Real estate investment trusts offer access to income-producing real estate investments without having to own the property, providing increased liquidity and diversification. Advisory accounts Enjoy a customized, professionally managed fiduciary account that provides you control and transparency toward reaching your stated goals. Market-Linked CD MLCD Combine the stability of a traditional CD with the growth potential of a performance-based investment to add diversity to your investment strategy. MLCDs are FDIC-insured and return your deposit upon… Life and long term care (LTC) insurance Protect your family’s financial future with life and long-term care insurance designed for your unique needs and goals. Wealth Management Trust RCU’s wealth management professionals to help you grow your net worth and achieve your financial goals. What we offer for wealth management Financial planning Make smart money moves with advice from experienced financial experts. Retirement planning Prepare for the future with solid retirement planning strategies and advice. Asset allocation Take advantage of opportunities to grow your wealth by diversifying to make the most of your money. Education planning Prepare for higher education for yourself or your kids with expert financial advice. Business retirement accounts If you’re self-employed or own a small business, plan for your retirement and that of your employees by setting up a business retirement account. Risk management Let us help you understand and mitigate the risks specific to your portfolio. Online services Access your investment accounts anytime, anywhere with online banking and the RCU mobile app. Get Started Meet Our Advisors Meet the trusted financial advisors that will help you make smart money moves. Meet Advisors Make an Appointment Schedule your one-on-one appointment with one of our experienced advisors today! Schedule an Appointment Run Some Numbers Explore these calculators to evaluate your investment, insurance, and retirement options. View Calculators & Tools Access Online Trading Through eVision Top Questions Disclosure *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. About About RCU Become a Member Blog News Careers Contact Contact Us Branch & ATM Finder Resources Rates Fee Schedules Security Center Forms & Applications Community Programs Facebook Twitter Instagram Linkedin Youtube Pinterest Routing#: 321177586 Copy Copy Routing Number Sitemap Privacy Policy Foreclosure Prevention ©2021 Redwood Credit Union. All Rights Reserved. Equal Housing Lender