Pacific NW Federal Credit Union | Financial Planning

Investment Opportunities

Asset Allocation

Finding the right balance of investments can be the biggest challenge of financial planning. This can become even more difficult as your goals and needs change over the years. Asset Allocation is a way of dividing your investment portfolio into different asset classes so that your investments are less susceptible to economic highs and lows. It allocates your investments between equities, fixed income and cash/cash equivalents. The benefit to you is that a well-balanced portfolio built around your long-term goals will have a better chance of growing over time than a portfolio that relies on market timing.

Maintaining a well-balanced portfolio also requires updates and changes to investments over time. It is important that you and your financial advisor revisit your portfolio on a regular basis to re-balance it and adjust your allocation of assets. At PNWFCU, you can meet with our Financial Advisor as often as needed to develop and maintain a customized asset allocation portfolio, based on your individual needs and objectives. Call or email us today to schedule a complimentary appointment to begin building your financial plan.

Portland 503.258.2658
Vancouver 360.693.7368 x2658
Hood River 541.387.4192 x2658
Outside local calling areas
1.800.444.5858 x2658

Investments offered through CUSO Financial Services, L.P. (CFS), are not NCUA/NCUSIF insured, are not credit union guaranteed, and may lose value. Financial Advisors are employees of Pacific NW Federal Credit Union, and registered through CFS. Pacific NW Federal Credit Union is affiliated with CFS (member FINRA/SIPC).