Advisors at this firm
Eliza S
Series 63, Series 65
Smithfiled, RI
Ncu Investment Solutions
Eliza Siradze is a financial advisor at NCU Investment Solutions with nine years of industry experience. She holds Series 63 and Series 65 designations and has worked extensively with Citizens Bank and Citizens Securities, Inc. She is also a commissioned Notary Public. NCU Investment Solutions is an independent, single-advisor registered investment adviser managing approximately $59 million for about 51 clients. The firm serves individual investors as well as pension and corporate clients, utilizing internally developed model portfolios with a long-term purchase orientation and integrating financial planning into its advisory services.
Reid H
CFP®, ChFC®, Series 63, Series 65, Series 66
Smithfiled, RI
Ncu Investment Solutions
Reid Hansen is a CFP® and ChFC® with 25 years of industry experience. He is currently the sole advisor at NCU Investment Solutions and has previously worked at firms including LPL Financial LLC and CUNA Mutual Group. NCU Investment Solutions is an independent, single-advisor registered investment adviser managing approximately $59 million for about 51 clients. The firm serves individual investors as well as pension and institutional clients, employing internally developed model portfolios with a long-term purchase orientation and integrating financial planning into its services.
Alexander C
Series 65
Smithfiled, RI
Ncu Investment Solutions
Alexander Cabral is a financial advisor at NCU Investment Solutions with a Series 65 designation and two years of experience. His prior work includes roles at Navigant Credit Union, Rhode Island College School of Business, and Grieco Toyota. He has also been involved in a sneaker resale business, Smoovestep Sneaker Resales, which represents an entrepreneurial venture outside of finance. NCU Investment Solutions advises individuals, retirement plans, trusts, and institutional clients, offering portfolio management, financial planning, and 401(k)/pension consulting. The firm uses customized, internally developed model portfolios and occasionally allocates to unaffiliated sub-advisors, with ongoing monitoring and rebalancing.
Oliver T
CFP®, Series 63
Smithfiled, RI
Ncu Investment Solutions
Oliver Tutt is a CFP® with 23 years of industry experience, currently serving as the sole advisor at NCU Investment Solutions. He has worked with Randall Financial Group, LLC since 2002. NCU Investment Solutions is an independent registered investment adviser managing approximately $59 million for around 51 clients. The firm serves individual investors, pension and profit-sharing plans, institutions, and corporate clients, utilizing internally developed model portfolios and integrating financial planning into its advisory services.
Michael H
Series 63, Series 66
Smithfiled, RI
Ncu Investment Solutions
Michael Hogan is a financial advisor at NCU Investment Solutions with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including LPL Financial, CUNA Mutual Group, and Merrill Lynch. NCU Investment Solutions is an independent, single-advisor registered investment adviser managing approximately $59 million for about 51 clients. The firm serves individual investors as well as pension and corporate clients, utilizing internally developed model portfolios and integrating financial planning with both discretionary and non-discretionary management.
Russell B
Series 63, Series 66
Smithfiled, RI
Ncu Investment Solutions
Russell Botvin is a financial advisor at NCU Investment Solutions with 10 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Merrill from 2015 to 2025 before joining his current firm. NCU Investment Solutions is an independent, single-advisor registered investment adviser managing approximately $59 million for about 51 clients. The firm serves individual investors as well as pension/profit-sharing plans, institutions, and corporate clients, employing internally developed model portfolios and integrating financial planning with both discretionary and non-discretionary management approaches.