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 provides investment advisory and planning services to individuals (including high‑net‑worth clients), retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers investment management, financial planning, pension and 401(k) consulting, and management of variable annuity subaccounts as part of its service set. Investment strategies typically start with firm‑developed model portfolios that are monitored and periodically adjusted; accounts may be managed on either a discretionary or non‑discretionary basis and the firm cites fundamental analysis and long‑term purchase strategies as part of its approach. The firm also uses unaffiliated sub‑advisors for portions of client assets when appropriate and delivers written financial plans that clients may implement themselves or through the firm’s ongoing management services. Distinctive features noted in the brochure include an ownership structure tied to a holding company that is principally owned by a credit union and an established partnership with a third‑party insurance networking agency and affiliated broker‑dealers to source and service annuities and insurance solutions. The firm discloses that some associated persons are licensed insurance agents who may receive commission compensation for insurance sales and that it is in the process of registering with the SEC, arrangements that differentiate it from most peers.

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.