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University Investment Services, powered by Copper Financial Network, LLC (CuFi),* was established to provide you with a fully integrated member experience to help better serve your financial goals. We offer a broad suite of investment products and services designed to give you more flexibility to customize and help achieve your financial goals. We can help guide you down the financial path that best suits your needs.

 

Our services can help you down whichever path is right for you

 

Account Types

 

Account Types

  • Retirement Plans
  • 40l(k), 403(b), 457, TSP Rollovers
  • Brokerage Accounts
  • IRAs (Traditional, SEP, Simple, Roth)
  • 529 Plans and Coverdell Education Saving Accounts
  • Business Investment Solutions; Corporations, Partnerships, LLC

Insurance

 

Insurance

  • Life Insurance
  • Long Term Care Insurance
  • Disability Income Insurance

Products

 

Products

  • Stocks, ETFs
  • Bonds
  • Managed Advisory
  • Annuities
  • Mutual funds, Unit Investment Trusts, Structured products

Services

 

Services

  • Financial and Retirement Planning
  • Insurance Analysis
  • Education and Estate Planning
  • Understanding investment options and risk tolerance
  • Investment portfolio analysis
  • Tax-efficient strategies
  • Account and Portfolio consolidations

Current UIS members, for service and support, please call 888.695.3477.

Copper Financial & Insurance Solutions License #0J06220

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*Securities and advisory services offered through Copper Financial Network, LLC (“Copper Financial”), a broker-dealer and SEC registered investment adviser. Member FINRA/SIPC. University Credit Union (“UCU”) has contracted with Copper Financial to make non-deposit investment products and services available to its members. Investment and insurance products, including annuities are not deposits, not NCUA or otherwise Federally Insured, not credit union guaranteed, and may lose value. Representatives are registered with Copper Financial. UCU and University Investment Services are not broker-dealers or investment advisers and are not affiliated with Copper Financial.  For important disclosures from Copper Financial please visit here.​

Copper Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.

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