A complete list of active advisors currently associated with Ncu Investment Solutions

Warmer can help you find a great advisor at Ncu Investment Solutions or one who fits your needs even better.

NCU Investment Solutions advises individuals (both non‑high‑net‑worth and high‑net‑worth), retirement plans, trusts, and other institutional clients. The firm offers discretionary and non‑discretionary portfolio management, financial planning, 401(k)/pension consulting, and variable annuity subaccount management. The firm typically implements client portfolios using internally developed model portfolios that are customized to each client’s risk tolerance, time horizon, tax considerations, and any client‑imposed restrictions, with ongoing monitoring and periodic rebalancing. It also allocates to unaffiliated sub‑advisors in some engagements and provides written financial plans to clients receiving investment management without a separate planning fee. What is noteworthy is the firm’s corporate ownership and product relationships: NCU Investment Solutions is held by NCU Holding Company, which is principally owned by Navigant Credit Union, reflecting an affiliation with a credit‑union banking entity and a recent transition from prior individual ownership. Several advisers are licensed insurance agents and the firm works with a third‑party insurance networking agency and affiliated broker‑dealers for annuity and insurance solutions—arrangements that can involve commission or agent‑of‑record compensation for certain transactions and that the firm discloses and manages through its policies.

To learn more about the advisors currently working at Ncu Investment Solutions, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.