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Institutional Intelligent Portfolios®

Introducing Institutional Intelligent Portfolios®, a new way to invest.

Introducing Institutional Intelligent Portfolios®, a new way to invest.

Welcome to Automated Investing, where IIP's robo-advisor can help build and manage your portfolio

CUSO Financial Services, L.P. (CFS*) at EECU is offering institutional Intelligent Portfolios® (IIP) an innovative new way to invest through Schwab Performance Technologies® . IIP offers a diverse suite of portfolio’s using an automated management investment service that helps automatically rebalance your investments when needed.

Below are some of the reasons to consider IIP:

  • Quick and Easy Account Set-Up
  • Low account minimums
  • Competitive, low-cost management fees
  • Investment strategies developed from a selection of hundreds of ETFs
  • Easily transfer and rollover IRAs and 401(k)s

To get started, visit the Institutional Intelligent Portfolios® website.

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