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Mutual Funds

Save today for growth tomorrow. Learn more about how business investments that can help you level up.

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Why invest in mutual funds?

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Professionally managed

Save your business time by letting the experts monitor markets and manage your mutual funds for you.

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Fully diversified

Benefit from a pool of varied investments that ensure your portfolio is well diversified to limit risk.

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Options for every business

Whether your goal is growth, security, or something in between, we have a mutual fund for you.

 
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CU Financial Management

Investing can be complex, but we’ve brought in the pros. Combining the benefits of diversification with professional portfolio management, mutual funds are a perfect way to grow your long-term savings.

Not sure if a mutual fund is what you need?

We’ll be happy to help review your goals and see if a mutual fund is the right solution to reach them.

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Level up your financial know-how

Guide to saving & investing, opens in a new tab

Want to learn more about investing? Wish you could save more and spend less? This guide has you covered.

Savings that can do more: Ethical investments, opens in a new tab

What are ethical investments? We're here to explain the basics and debunk some myths you may have heard.