Investments

Make your money work

It is time to make your money work for you. At HAPO, we make available experienced financial professionals who know how to help you  invest your money into various investments, such as stocks, bonds, annuities and mutual funds. We also provide access to mutual fund managers who decide the best time to buy and sell providing you the expertise of investment professionals.    

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Mutual Funds

With Mutual Funds, investors pool their money into a diversified, managed portfolio of securities. This includes shares of stocks, bonds and other securities to build a diverse portfolio. Mutual Fund managers allocate fund assets and attempt to produce gains/income for the investors.

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Managed Accounts

Managed Accounts are portfolios designed for individuals to match their specific financial needs such as dividend income or tax-free interest income. These accounts are highly diversified and managed by professionals working to help guide your investment strategies.

Balanced Scale

Stocks & Bonds

A mixture of stocks and bonds can help build a nice investment portfolio. While stocks fluctuate with the market, bonds are often more stable. Stocks can range from conservative to ultra-aggressive, so speak with a financial professional today to see what mix is right for you.

*The MEMBERS Financial Services program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.

Representatives are registered, securities sold, professional services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment professional, D/B/A MEMBERS Financial Services Financial Planning and Investment Services, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC Insured, May lose value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.

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