Mutual Funds
Mutual Funds are professionally managed to suit your individual needs.
With access to a variety of mutual funds, our Aviso Wealth advisors at Rocky Credit Union can help you make suitable choices that meet your individual needs.
What are mutual funds?
A mutual fund is a pool of investments that contain stocks, bonds, equities, and other investments. It's managed on your behalf by a professional money manager.
- Portfolios are professionally managed
- There are a wide variety of mutual fund options
- You'll have diversified investments
- Minimal investment are required to get started
- Automatic monthly investment options are available
Book an Appointment
Schedule a 'Financial Planning & Investments' appointment to discuss more complex investments and wealth management options.
Looking to stay up-to-date on market trends and insights?
- Advisor Stream services helps advisors at Rocky Credit Union engage their clients through timely, personalized, and compliant investor communication.
- Advisor Stream delivers the highest-quality and up-to-date articles, commentary, videos, and infographic content through newsletters, social media, emails, websites, and client portals.
Sign up with an advisor today to receive your communications!
Investing with an Advisor vs. Online Brokerage
- If you are an investor that wants guidance and expertise, our advisors will work with you to create an investment plan that’s right for you.
- If you are an investor that wants to take investing into your own hands and call the shots, you get convenient and direct access to Qtrade Direct Investing®, an option for self-managed investment services.
Looking to stay up-to-date on market trends and insights?
- Advisor Stream services helps advisors at Rocky Credit Union engage their clients through timely, personalized, and compliant investor communication.
- Advisor Stream delivers the highest-quality and up-to-date articles, commentary, videos, and infographic content through newsletters, social media, emails, websites, and client portals.
Sign up with an advisor today to receive your communications!
Investing with an Advisor vs. Online Brokerage
- If you are an investor that wants guidance and expertise, our advisors will work with you to create an investment plan that’s right for you.
- If you are an investor that wants to take investing into your own hands and call the shots, you get convenient and direct access to Qtrade Direct Investing®, an option for self-managed investment services.
Online brokerage services are offered through Qtrade Direct Investing, a division of Aviso Financial Inc. Qtrade and Qtrade Direct Investing are trade names and/or trademarks of Aviso Wealth Inc. and its subsidiaries.
Want to learn more about our investment products and services?
Simply submit the 'Request for Investing Information' form below. Our advisors will contact you directly with trusted investment advice so you can make informed decisions based on your unique financial goals.
Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual fund securities and cash balances are not insured nor guaranteed, their values change frequently and past performance may not be repeated.