We provide smart investing to grow your future.

True Sky Investment Services is dedicated to serving and empowering our members to become financially educated by offering a full suite of investment and financial planning services.

We have partnered with Copper Financial Network, LLC (“Copper Financial”) to provide a fully integrated member experience to better serve your financial goals. Everyone’s financial situation is different, and their broad suite of investment products and services are designed to give you more flexibility to customize your experience and help you achieve your financial goals.
Whether you are a first-time investor looking to get started, or seeking personalized financial planning with a Wealth Advisor, Copper Financial offers tailored investment paths to meet your specific needs.

What Investment Path is Right for You?

Guided Investing1

An automated digital tool that manages your investments based on risk and time preferences. By answering just a few questions you’ll get an investment portfolio tailored to your financial goals

Guided Investing is a great investment option if you’re looking to:

  • Invest now in a simplified way
  • Start small with a lower cost alternative
  • Set it and forget it
  • Get a jumpstart to invest on your own

Wealth Advisor2

A Wealth Advisor provides comprehensive financial planning and investment management services to help you reach your goals. Your advisor can create a personalized plan for your specific needs.

A Wealth Advisor is a great investment option if you’re looking for:

  • Professional, one-on-one investment advisor
  • A personalized service approach
  • Specialized advice with fees that vary by product
  • Recommendations for a sizable investment

Disclosures

To learn more about Copper Financial and its financial representatives, visit FINRA BrokerCheck.

Securities and advisory services are offered through Copper Financial Network, LLC (“Copper Financial”), an SEC-registered investment adviser. Member FINRA/SIPC. True Sky Federal Credit Union (“True Sky”) has contracted with Copper Financial to make non-deposit investment products and services available to its members. True Sky and True Sky Investment Services are not broker-dealers or investment advisers and are not affiliated with Copper Financial.

Please review our Customer Relationship Summary for information on the products and services we offer and the nature of the relationship we have with our clients.

Copper Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. All investing involves risk, including the possible loss of money you invest. Past performance is not a guarantee or indication of future performance.

Investment and insurance products offered through Copper Financial:
Are Not Credit Union Deposits or Obligations | Are Not NCUA or Otherwise Federally Insured | Are Not Credit Union Guaranteed | May Lose Value

1Guided Investing is an investment advisory service offered by Copper Financial. For additional information on Guided Investing please see our Additional Disclosures. There is a .25% annual management fee for assets under management. Please see our Brokerage Fee Schedule for information on account servicing and maintenance fees that will also apply to your account. The ETFs in your account are also subject to expenses charged by the manager of the ETFs. See the Guided Investing Wrap Fee Program Fee Brochure for a full discussion of all associated fees and expenses.

2Wealth Advisors are able to offer different advisory, securities, and insurance products. Account minimums and fees for products available through a Wealth Advisor vary by product.
True Sky has contracted with Copper Financial to provide investment products and services to True Sky members. True Sky is not a client of Copper Financial. True Sky will receive compensation from Copper Financial if you open an account with Copper Financial. This compensation creates an incentive for True Sky to refer clients to Copper Financial. Copper Financial does not pay a referral fee to True Sky for referrals that lead to the opening of Guided Investing accounts. For additional information please see the Program Credit Union Referral Fee Disclosure available here.

The terms “mobile app” or “app” refer to the True Sky online banking application.