HAS – Hypothetical Advisory Services

What is this?

This Hypothetical Advisory Services site has been created to demonstrate
My Portfolio View, a feature of Sorrento Pacific Financial, LLC.

My Portfolio View links you to your full-service investment portfolio
To view your investment portfolio online, use My Portfolio View (MPV2).

Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and 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. (Hypothetical Credit Union) has contracted with CFS to make non-deposit investment products and services available to credit union members.