Our strategy, your future.
Relationships built on advice.
We believe that financial advice is more than just executing transactions, it’s about long-term relationships with advice at the center. NCU Investment Solutions is a registered investment adviser, built by us and wholly owned by Navigant Credit Union. As a registered investment adviser we are fiduciaries, obligated to act in the best interests of our clients. With our business model, costs are fully disclosed and do not need to be dependent on purchasing investments.
Our Core Beliefs
Clear Strategy
Traditional retail investors focus far too heavily on mutual funds and stock picks as the keys to successful investing.
Relationship-Driven
We will guide you and act based on your needs, not based on transactions.
Transparency & Value
We will be transparent with our fees and costs as well as those of the solutions that we recommend
Support Without Limits
Our advisory fee covers all our time and attention including phone calls, emails and in-person meetings whenever needed.
Advice is at the top of our agenda
We don’t have to sell you something. Sometimes the best investment advice is to do nothing at all.