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Welcome to the SACU Investment Center where we are focused on helping you make smart
financial decisions - no matter what the goal. Our qualified investment representatives, available through CFS*, are available for complimentary full service consultations where they offer financial advice, review your portfolio and make trades for you.
Below are a number of financial planning topics our investment representatives can help you with:  Retirement planning College education planning General investment
Available investment products include: Tax-deferred annuities Mutual funds Municipal bonds Full range of other investment services
Investment Representatives Our investment advisors, Charles Lutz and Leonard Thomas, are registered investment representatives of CUSO Financial Services, L.P.* and each have more than 15 years of experience in the financial services industry. Chip and Leonard are available for consultation by appointment at any SACU branch in San Antonio or Houston. Please call (210) 258-1442.
 Charles Day Lutz, IV (Chip) Senior Investment Advisor "I help members plan for the longest, and most important, vacation of their lives...... retirement!" Chip specializes in developing financial plans for members based on their objectives, time horizons and risk tolerances. A native of San Antonio and married with two sons, Chip is currently pursuing his Certified Financial Planner (CFP) designation and is a member of the Financial Planning Association. Chip holds Series 7, 63 and 65 securities licenses and a Group I insurance license. Chip is registered in the following states: Texas, Mississippi, New Jersey, and Virginia.  Leonard Thomas Senior Investment Advisor "My goal is to make sure that your needs are met and serviced, now and in the years to come." Leonard emphasizes personalized service and follow-up, as he works closely with members to establish an investment plan designed to reach their specific financial goals. A native of San Antonio and married with one child, Leonard earned a B.A. in organizational psychology from The University of the Incarnate Word in San Antonio. He received his Chartered Mutual Fund Counselor Designation from the University of Colorado. Leonard holds Series 7, 63, and 65 securities licenses and a Group I insurance license. Leonard is registered in the state of Texas. back to top Investment Calculators Estate Planning Money Management Upcoming Expense Bond Calculators Savings Retirement Planning College Planning Your Investment Account View your investment portfolio.
Do you want to make your own investment decisions or make regular automatic investments? Investment Risk Disclosure: * Investments and investment advisory services offered through CUSO Financial services, L.P. (CFS), an independent broker-dealer and SEC Registered Investment Advisor are Not NCUA/NCUSIF insured, are Not credit union guaranteed and May lose value. San Antonio Federal Credit Union is affiliated with CFS. Financial Advisors are employees of San Antonio Federal Credit Union and registered through CFS (Member FINRA/SIPC). back to top |