Investments

Asset Allocation can be an important factor affecting the rate of return on your investments. OUCU Investment Services has allocation tools to help you evaluate if the risk you are taking in your portfolio matches your investment objectives and risk tolerance.

Invest

Whether you’d like to make a recurring monthly contribution to a mutual fund or want a managed investment account designed for clients with significant investable assets, we have solutions to help meet your goals.

OUCU Investment Services offers a full line of investments products:

  • Mutual Funds
  • Annuities (variable, fixed, and fixed indexed)
  • Stocks/Bonds
  • Managed Investment Accounts
  • Market-Linked CDs
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Conservative Investing

A conservative investment strategy seeks to preserve a portfolio’s value by investing in historically lower-risk assets such as certificates of deposits, fixed or indexed annuities, fixed-income bonds, or money market securities. At OUCU Investment Services, a blend of these products and services is available to help you with the goal of creating a conservative portfolio.

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IRAs

Individual Retirement Arrangements (IRAs) offer tax advantages to encourage you to save for retirement. There are different IRAs for different financial situations. To determine which IRA is best for you, contact OUCU Financial Services and learn more.

Types of IRAs:

  • Traditional IRA
  • Rollover IRA
  • Roth IRA
  • SIMPLE IRA
  • SEP IRA
  • Non-deductible IRA
  • Beneficiary IRA
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Asset allocation does not ensure a profit or protect against a loss.

Online Investment Account Access

Access your investment accounts online anytime using the link on the homepage.

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