Your money earns with UCU Investment Services
University Investment Services, powered by Copper Financial Network, LLC (Copper Financial),* was established to provide 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 you achieve your financial goals. Our investment services can help you down the path that best suits your needs.Here
Investment services and solutions
Meet our wealth advisor
Lucy Viado
Lucy Viado delivers individually tailored financial strategies while building lasting relationships with members. She draws on her 20+ years of financial management experience, including banking, lending, insurance services, and wealth management to ensure members have the right strategies in place to support their short- and long-term goals. "My singular focus is to help members prepare for their various financial stages in life with an eye to the future."
Save for your future with all types of retirement plans and investment solutions.
Ensure you, your family, your business, and more are covered with comprehensive insurance options, including Life Insurance, Long Term Care Insurance, and Disability Income Insurance.
Select from a wide range of portfolio-ready products, including Stocks, ETFs, Bonds, Annuities, Mutual funds and everything in between to secure and grow your wealth.
Understand your investment options and risk tolerance, and learn about financial and retirement planning.
Frequently asked questions
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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. 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.
Click here to view the Copper Financial Customer Relationship Summary.
Investment and insurance products, including annuities:
Are Not Deposits | Are Not NCUA or otherwise Federally Guaranteed | Are Not Credit Union Guaranteed | May Lose Value
UCU has contracted with Copper Financial to provide investment products and services to UCU members. UCU is not a client of Copper Financial. UCU will receive compensation from Copper Financial if you open an account with Copper Financial. This compensation creates an incentive for UCU to refer clients to Copper Financial. For additional information please see the Program Credit Union Fee Disclosures available here.
1For additional details around employer-sponsored plan rollovers, please click here.
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