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Austin, TEXAS, April 14, 2021 — University Federal Credit Union’s Investment ServicesTM advisors, through our investment services partner CFS*, earned three Pacesetter Awards for their 2020 efforts.
Presented by CFS*/SPF, a national organization that supports credit unions and other financial institutions, the Pacesetter Awards recognize top performers in UFCU Investment Services providing outstanding service to clients. Two teams were honored with Gold Pacesetter Awards:
Both of these advisors are among the top 5% of wealth advisors according to CFS*/SPF rankings. Mark Spirk is ranked number 16 and Mike Guthrie is ranked number 24 out of 467 wealth advisors nationwide.
The third Pacesetter Award honored the impressive work of the entire UFCU CFS* team, which ranked 13 out of 200 financial institutions in investment performance.
“The exceptional work of our UFCU Investment Services team highlights UFCU’s commitment to our Members’ overall financial health. Through every circumstance, we want Members to work toward their individual savings goals and look forward to the future,” said Tony C Budet, UFCU president/CEO."
As a Member-owned, not-for-profit financial cooperative, UFCU is passionate about changing lives and strengthening communities. With more than 330,000 Members in Central Texas and Galveston County and total assets (under management and serviced†) exceeding $7.1 billion, UFCU offers a variety of products, services, and education programs to empower Members in achieving financial health. To learn more, visit UFCU.org.
* Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. UFCU has contracted with CFS to make non-deposit investment products and services available to credit union members.
†Total Assets ($3.476 billion) + Assets Under Management by UFCU Investment Services ($0.604 billion) + Real Estate Loans Sold with Servicing Retained ($3.105 billion)