Welcome to the Advantis Online Investment Resource Center

We're committed to helping the members of Advantis and their families achieve their financial goals. That's why we've formed a relationship with CUSO Financial Services, L.P. (CFS), a full-service broker-dealer and registered investment advisory company.

Through CFS, we offer a complimentary consultation with a financial advisor, who will work with you, one-on-one, using a comprehensive approach to help you identify and achieve your long-term financial goals.

Our investment services provide our members access to investment management services and a wide range of financial products and services through CFS available for you at one convenient location. If you have any questions please contact Advantis at 503-785-2528 x2499.

Click here to read about our Investment Services.
Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

More Calculators →

Newsletters

What Employment Says About the Economy

As important as the national unemployment rate is, it’s only a small segment of the overall data collected on the nation’s jobs situation and the economy at large.

Variable Annuities Add Guarantees

Investors who would rather not choose between a guaranteed income and above-average investment gains may want to consider variable annuities with living benefit guarantees.

Looking for an End to the IPO Drought

Even if you never expect to participate in an IPO, it’s wise to keep an eye on the pace of new listings.

Retirement Is No Reason for a Portfolio to Stop Working

New research has revealed that nearly 90% of retirement income results from investment returns that are generated after the funds are socked away. This highlights the need to remain diligent when it comes to managing and monitoring investments during the retirement years.

More Newsletters →