NCU Investment Solutions

Overview

NCU Investment Solutions is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm charges fees calculated as a percentage of assets under management and combines financial planning with portfolio management across both individual/small business and business/institutional accounts. It also provides pension consulting services and operates as an insurance broker, indicating a mix of investment and insurance solutions in client advice. The firm is not a capital allocator — it does not appear to run proprietary funds — and it is not positioned as an active ESG investor. Regulatory or geographic scope appears limited: the firm is not identified as a multistate adviser in the available data. An industry affiliation with a banking or thrift institution is noted, suggesting connections to traditional banking channels for client referrals or product distribution.

Assets & Accounts

Public Holdings

Investments & Alternatives