Planning & Investing
AmeriCU Capital Management, LLC provides a broad array of financial planning, wealth management, investment advisory, and risk management services, all tailored specific to our members' needs.
Headquartered in Upstate New York, AmeriCU Capital Management, LLC is an objective and experienced investment advisor. We provide a broad array of value-added investment management, consulting, and advisory services to individuals, retirement plans, financial institutions, and not-for-profit organizations.
Our goals are simple and straightforward, and aligned with those of our members: we strive to assure that each member's goals and objectives are identified, and we deploy the expertise, experience, and resources to assure those goals and objectives are attained. We have no brokerage affiliations-our members receive unbiased guidance and advice, delivered by a talented and devoted team of professionals. We invite you to learn more about us!
To begin saving for the future with confidence, schedule a FREE private consultation to discuss your financial plans with one of our Financial Consultants when you open your account. Our highly trained and experienced financial consultants can help you define your life goals, establish the right financial plan, provide customized strategies focused on your needs, and help you stay on track.
* AmeriCU Capital Management, LLC is a registered investment adviser. All investment strategies have the potential for profit or loss and past performance is not a guarantee of future results. There can be no assurance that any specific investment will either be suitable or profitable for a client's portfolio.
* Investment Products and Services offered through CUSO Financial Services, L.P. (CFS), an independent broker dealer, are not NCUA/NCUSIF, not credit union guaranteed, and may lose value. Investment Representatives are employed by AmeriCU Services, LLC, a wholly owned subsidiary of AmeriCU Credit Union, and registered through CUSO Financial Services, L.P. (Member FINRA/SIPC).