A wide variety of investment options
What you can expect as a client
Investing isn't just about creating wealth. It's about making your money work for you so you can live your life on your terms and build a brighter future for yourself and your loved ones. Our single focus is helping you achieve what's most important to you.
We make investments easy
Building a portfolio along can be agonizing and dangerous, especially when taking into account aspects such as Socially Responsible Investing. Let our proprietary financial instrument scoring process give you peace of mind by doing the heavy lifting for you. We score thousands of investments for social responsibility, long- and short-term performance, dividend yield, and more to give you all the facts before you invest your hard-earned capital.
Wealth management with Armstrong Credit Union
We'll provide the framework. You decide how you want to use it. Your financial advisor will work with you to provide guidance you can use to help build your portfolio based on your goals, comfort with risk and time horizon. How you choose to implement this guidance with your financial advisor is up to you – you make the decisions on buys and sells.
Guided financial solutions
With Guided Solutions, you should expect to adjust your portfolio periodically to adapt to your evolving investment needs and stay aligned with our guidance. But you and your financial advisor won't be the only ones monitoring your portfolio. Advanced technology working behind the scenes will help you stay on track to meet your goals. If your portfolio moves outside of the range set by your goals, you'll receive an alert and then you should work with your financial advisor to make adjustments.