Investments
Innovative Strategies For The Informed Investor.
Investment options have dramatically expanded in number, variety and complexity. That's why professional investment management has become increasingly important in helping you achieve your goals.
Featured Investment Products
Investment Services
Coastal Trust & Investment Services is committed to providing quality investment advice and selection. We always strive to provide investment options at a cost that is reasonable and affordable.
MEMBERS Managed Accounts
Successful investment management requires expertise and time to devise an investment strategy, analyze financial markets, research investments and build, monitor and rebalance your portfolio.
More Investment Products
Mutual Funds
Enjoy access to the mutual funds that can best match your investment goals and objectives. You also have access to professional help for your overall financial management planning.
Learn More
529 College Savings Plan
A 529 College Savings Plan is a tax-advantaged way of saving for a higher education. Anyone (parent, spouse, grandparent, other family member, friend, etc.) can contribute to the Plan!
Learn More
Online Brokerage
Manage your investment portfolio with a full-service brokerage offering almost every kind of trade imaginable and tools to help you select the securities right for you.
Learn More
Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Trust services available through MEMBERS Trust Company. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. FR100821-C44D
