Investment Management
A disciplined approach to asset management.
Our strategies are developed in consultation with NCU Investment Solutions’ Advisory Committee. The Advisory Committee is made up of experienced investment industry professionals from inside and outside of our organization. With guidance from our Advisory Committee, we design low-cost, broadly diversified portfolios that seek to optimize returns at a level of risk you are comfortable with. Your portfolio will be monitored closely, rebalanced regularly and can be further enhanced by careful consideration of tax consequences.
Investment Management Services
Investment Approach
Oversee a disciplined investment approach and encourage you to stay on course to better help you build wealth and achieve your goals.
Preparation of Investment Policy Statement
Provide you with a written Investment Policy Statement prior to implementation that details our recommendations, expected range of outcomes and associated costs.
Plan Implementation
Implement your plan with lower cost and zero commission investment vehicles including no-load mutual funds and exchange traded funds (ETFs).
Performance Reporting & Analysis
Produce comprehensive performance reporting and analysis that brings together all your managed accounts under one roof.
Tax Management Strategies
Utilize tax management strategies such as tax location optimization and tax harvesting where appropriate.
Connect with an Advisor
We look forward to getting to know you and creating your personalized plan.
Complete the form or use one of the methods below to reach us.