Pentagon Federal Credit Union has returned its investment program to CUSO Financial Services, a San Diego-based third-party marketing firm, after a one-and-a-half-year stint with another broker-dealer. PenFed had been with CFS for eight years prior to switching to the other broker-dealer.
PenFed's investment program, called PenFed Invest, previously held almost $250 million in assets under management with CFS. The program's goal is to replenish those assets over the next 12 to 24 months, CFS said.
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