Financial guidance you need from people who care
When you need additional support for your finances, our Wealth Management group can give you the trusted solutions and advisory services you need to build and maintain your assets.
Why choose RBFCU Investments Group’s Wealth Management services?
Our advisors continually review strategies to preserve and grow your wealth responsibly. They use your goals as a road map while navigating the evolving investment environment and monitoring your portfolio for optimal success.
RBFCU Investments Group advisors tailor a wealth management plan to fit your needs, keeping your short-term and long-term goals in mind. By understanding and prioritizing the goals most important to you, our advisors help you work toward your objectives.
People seeking wealth management assistance often have complex business and personal interests. Our Wealth Management team of trusted advisors can give you specialized guidance related to your needs.
MEMBERS FOLIO Investing
Buy stocks, no-load mutual funds and other securities one at a time. Or, buy custom baskets of up to 50 securities (Folios) in one simple transaction — much like a mutual fund. MEMBERS FOLIO Investing is:
- Easy: Rather than trying to guess the “right” stock, buy diversified portfolios with a click of the mouse. There’s even a FOLIO Wizard® that can help you pick the Folio that is right for you.
- Smart: Get the diversification benefits of mutual funds — without the high fees and tax bills that come with funds.
- Personalized: Customize and modify your Folios as often as you want.
- Affordable: Choose from various pricing plans — and invest without minimums.
- Valuable: Automatic tax lot tracking, performance reporting, watch lists and much more — all free.
Take advantage of these services through our Wealth Management group
- Investment strategies and portfolio management
- Retirement income preparation and asset allocation
- Family/estate planning and conservation (wills and trusts)
- Business legacy planning
- Tax management
- Insurance and annuities
Does your Wealth Management group offer legal services?
Trust services are available through an affiliate program. If you are interested in establishing a trust, please indicate in the comments when scheduling your appointment with your RBFCU Investments Group financial advisor.
Are there fees to use your Wealth Management service?
You can schedule an initial consultation with a member of our Wealth Management group at no cost and no obligation to you.
In the future, management costs may apply depending on the Wealth Management services you choose.
How long will it take for an RBFCU Investments Group representative to contact me?
Once a request has been made to meet with an RBFCU Investments Group financial advisor, we will contact you within two business days to schedule an initial meeting and learn more about your goals.
Can I meet with an RBFCU Investments Group financial advisor at my local branch?
Each RBFCU Investments Group financial advisor serves a specific area and these advisors are available to meet with you and assist with your financial needs and planning. If you are ready to meet with an investment professional, schedule an appointment and indicate your area or branch.
Are my funds with RBFCU Investments Group insured by the National Credit Union Administration (NCUA)?
No, funds invested through RBFCU Investments Group are not insured by NCUA. Depending on the type of investments within a personal portfolio, your funds may be insured by other agencies.
RBFCU Investments Group LLC is a wholly owned subsidiary of RBFCU Services LLC. RBFCU Services LLC is affiliated with Randolph-Brooks Federal Credit Union (RBFCU). Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA / SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Trust services available through MEMBERS Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CBSI is a registered broker-dealer in all fifty states of the United States of America. CBSI-1752480-0417-0519