WEALTH MANAGEMENT
You can count on investment expertise such as:
- Insights provided by teams of investment experts across traditional and specialty asset classes
- Flexible investing options
- Personalized guidance based on your goals
- Access to a broad range of diversified investments
- Disciplined security selection and due diligence processes
- Timely market commentaries
- One login to access all your accounts on Interswift Credit Union Bank mobile app
Explore our investment management approach ⋗
We offer many ways to work with us. Whether you want to invest online or prefer personal planning guidance, we have you covered.
Working with an advisor can help you feel more secure in your financial future. Investing services are offered by ISCU. Bancorp Investments and our affiliate, (in select markets). For more complex private wealth management needs, ISCU Bank Private Wealth Management is here to help.
Work with an advisor
Understanding your goals and making sense of your finances is just the starting point for your one-on-one personalized guidance. We’ll help you move forward with a tailored strategy to work toward the future you want.
Online investing
For convenient automated investing at a low cost, consider . Or, if you want to build and manage your own portfolio, try . Either way, there’s an online investing option from ISCU Bancorp Investments that’s right for you.
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