Investment Products

Affinity Plus Investment Center

Affinity Plus has a full range of investment products available, from conservative Certificates of Deposit (CDs) to aggressive mutual funds and everything in between. Our Investment Representatives can guide you to the product(s) that will help you reach your goals.

    Structured CDs

    For more conservative investors, this product offers the ability to invest without the possibility of a loss of principal. The return on structured CDs is based on a specific index. Structured CDs are purchased for a fixed price and any return will depend on the outcome of the index.


    Annuities

    A personal pension plan allowing you to receive a stream of payments until the end of your life. Annuities come in a variety of options, and initial investments can be made as lump sums or as rollovers from other qualified retirement plans.


    Stocks

    Become an owner of a publicly traded corporation through buying stock in companies of your choice! As a stockholder you receive a relative amount of dividends when the corporation earns a profit.


    Bonds

    Lend out your dollars as bonds and receive payments generated by interest earned on your loaned funds.


    Mutual Funds

    A professionally managed investment fund that pools money from many investors and is made up of a varied assortment of securities.

     

    Manage Your Account

    Check the background of this investment professional on FINRA's BrokerCheck.

    BrokerCheck Access CUNA Brokerage Account


    Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. The representative may also be a financial institution employee that accepts deposits on behalf of the financial institution. Not NCUA/NSUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.  FR#1395160.1-0116-0218.

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