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.
Our Investing Philosophy
Tailored to your unique story, plans are built for your financial goals.
Your financial needs today might differ from your financial needs a year from now, or ten years from now. Our Wealth Advisor develops comprehensive strategies to suit both your short- and long-term goals and is here to guide you every step of the way.
Personalized Approach
We will speak with you about your goals, diversification of assets, risk tolerance, and more to build a portfolio based on your financial objectives.
Asset Allocation
How your assets are allocated can have an impact on your returns. We will work with you to determine what level of risk tolerance is appropriate to align with your financial goals.
Measuring Progress
With our advisory accounts, we monitor and measure your progress toward your financial goals and look to take advantage of additional investment opportunities.
Account Types
Insurance
- Retirement Plans
- 401(k), 403(b), and 457 Rollovers*
- Brokerage Accounts
- IRAs (Traditional, Roth, SEP, Simple)
- 529 College Savings Plans
- UTMA Accounts
- Business Investment Solutions
- Life Insurance
- Long Term Care Insurance
- Disability Income Insurance
Products
Services
- Professionally Managed Accounts
- Stocks
- Exchange Traded Funds (ETFs)
- Fixed Income Securities (i.e., Government, Corporate and Municipal Bonds)
- Mutual Funds
- Tax-Deferred Fixed, Equity-Indexed and Variable Annuities
- Financial and Retirement Planning
- Insurance Analysis
- Education and Estate Planning
- Understanding investment options and risk tolerance
- Investment portfolio analysis
- Tax-efficient strategies
- Account and portfolio consolidations
*For additional details around employer-sponsored plan rollovers, please click here.
(405) 703-2456
Our Wealth Advisors at True Sky Investment Services deliver individually tailored financial strategies while building lasting relationships with members. They work with clients to create a financial plan devoted to their specific needs and wants. Our goal is to help clients not only dream but strive to see those dreams come true, allowing them to leave behind a legacy to the ones they love most. We strive to make sure that we are there every step of the way in our clients’ financial journey.
We look forward to connecting!
Securities and advisory services offered through Copper Financial Network, LLC (“Copper Financial”), a broker-dealer and 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. Representatives are registered with Copper Financial. True Sky and True Sky Investment Services are not broker-dealers or investment advisers and are not affiliated with Copper Financial. For important disclosures from Copper Financial please visit here.
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.
Copper Financial Customer Relationship Summary
Investment and insurance products, including annuities:
Are Not Deposits | Are Not NCUA or otherwise Federally Insured | Are Not Credit Union Guaranteed | May Lose Value
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. For additional information please see the Program Credit Union Referral Fee Disclosure available here.