NCU INVESTMENT SOLUTIONS

Overview

NCU Investment Solutions is an independent registered investment adviser that serves individual and family clients, along with small businesses and institutional clients. The firm charges fees based on a percentage of assets under management and combines traditional financial planning with discretionary portfolio management. Investment activity is centered on pooled public funds and mutual funds, with portfolio construction appearing to favor diversified, manager-driven strategies rather than concentrated stock picking. The firm also operates as an insurance broker, which influences product selection and the use of insurance-wrapped solutions in client portfolios. NCU Investment Solutions does not present itself as an ESG-focused manager and is not positioned as a multi-state adviser. Its client base is predominantly retail and family-focused, which helps explain a tilt toward easily accessible mutual funds and managed vehicles that simplify reporting, rebalancing and tax management for a smaller number of households.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices