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Whether you are a business owner or executive, a human resources manager or an individual with high net worth, financial success is on your agenda. To reach your goals, you need a sound strategy, the financial products and services to implement the strategy, and a trusted partner such as the UNFCU Investment Centre.
Comprehensive Objective
The UNFCU Investment Centre offers a wealth of financial resources, and through our partnership with Raymond James Financial Services, Inc.* — one of the nation's leading money management firms ranked in the Forbes 500 — we make available the products and services you would expect from a large investment banking firm. Our comprehensive menu of products and services offers solutions for all stages of life.
Our experienced, credentialed, multi-lingual Financial Advisors provide objective, independent advice on the complex financial issues faced by executives, business owners, human resource managers and employees. Our mission is to offer clients the products and services best suited to their particular needs.
Now Available To You
Previously, United Nations Federal Credit Union members enjoyed exclusive access to our array of products and services. Now, we proudly extend these valuable services to small businesses, corporations, non-profit organizations, credit unions and individuals alike. We invite you to learn how the Investment Centre can now serve you.
Wealth management opportunities for executive personnel and high-net-worth individuals.
Our individual investment and insurance services may be offered as an added incentive, facilitating the recruitment and retention of executive personnel.
Services include:
- Wealth management, including access to private money managers
- Executive compensation and supplemental retirement plans
- Estate and tax planning that addresses personal estate and tax concerns. The UNFCU Investment Centre can help:
- Maximize the value of the estate by saving tax dollars, professional fees and court fees
- Minimize the cost of probate, creditors, attorneys and estate taxes
These planning services are provided through select partnerships with domestic and international estate attorneys and tax advisors.
Trust services including account management for wills and living trusts, lifestyle management and life care assistance, irrevocable life insurance trusts, estate settlement services, and specialized trust services.
- Retirement planning to secure your financial future by:
- Identifying the best method to save for retirement, taking into consideration your current financial situation, risk tolerance and goals.
- Developing a flexible long-term strategy to balance goals, such as starting a family, purchasing a home or sending children to college
- Financial planning with the trusted advice of a Financial Advisor. Solid strategies can be formulated and implemented utilizing a selection of products, such as:
- Mutual funds
- Stocks and bonds
- Insurance:
- Life insurance
- Long-term care insurance
- Long-term disability insurance
- Homeowners insurance
- Auto insurance
- Key person insurance
- Annuities
- Mortgage Programmes
Group employee benefits — maintaining morale, growing your business.
The UNFCU Investment Centre makes available group employee benefits that can help attract quality employees to your organization, maintain good morale and reduce employee turnover. They include:
Medical, dental, life insurance and more
- Medical and dental plans
- Life insurance coverage
- Accidental death and dismemberment coverage
- Long-term disability coverage
- Long-term care insurance
- Section 125 cafeteria flex plans
- Employee financial planning services
- 529 College Savings Plan
- Voluntary benefits with group discounts
- Employee education — seminars and workshops
- Mortgage Programmes
Retirement services.
- 401(k) plans for companies of all sizes
- 401(k) plans for professionals and family-owned businesses
- 403(b) plans for non-profit organizations and public schools
- Simplified Employee Pension (SEP) plans for companies of all sizes
- Profit sharing plans for employe
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