Investment Planning

As life changes, so should your investment plans. Planning for the future means planning for the obstacles, the unexpected valleys, the planned peaks, and the joyful moments. Through CUSO Financial Services, L.P. (CFS*),30 we can help you reach your goals by helping you prepare a financial plan – one that is prepared to endure all of life’s moments.

To make an appointment with one of our CFS financial advisors*, give us a call at 713-676-4356 or email us at

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Investment Solutions

    Mutual Funds

    Mutual funds offer long-term investors a simple way to build a portfolio and meet investment goals. Our experts can help you build a diverse portfolio and provide growth, value, and income strategies for both new and experienced investors.


    Annuities are long-term investments specifically designed for retirement. An annuity can provide guaranteed income for the rest of your life. As pension plans become less common, many investors are turning to annuities as an option to replace income streams.


    Our experts can assist you in buying and selling shares of publicly traded companies in both domestic and international markets, as well as evaluate stock choices and investment opportunities.


    Individual bonds are likely the best known type of fixed income security. Bonds make interest payments and repay the principal on a fixed schedule and are often referred to as fixed-income securities because the lender can anticipate the exact amount of cash they will have received if a bond is held until maturity.

Benefits of First Service Investments

Our CFS advisors* can develop investment solutions and specialized strategies to improve your overall financial plan. Take advantage of our in-person consultative services and enjoy the following:

    Trades Made by Licensed Advisors and Supervised by Registered Principles

    Access to Professional Portfolio Management

    Comprehensive Portfolio Reporting

    Online Access to Investment Portfolio Data