Planning & Investing

AmeriCU Capital Management, LLC

Headquartered right here in Upstate New York, AmeriCU Capital Management, LLC is an objective and experienced investment advisor. We offer a broad array of financial planning, investment management and advisory services. All of our products and services are tailored specifically to meet the needs of our members.

Our aim is simple and straightforward: After we get to know you and identify your financial objectives and goals, we will deploy the expertise, experience and resources to help you attain those goals and objectives.

We are registered under the Investment Advisers Act of 1940; this means that our fiduciary responsibility to you is the industry’s most intensive. Indeed, our member-ownership means that we will place your interests above all others. We are service-intensive - no one else will work as hard for your financial success as AmeriCU will.

Our only business is the development of financial plans and the independent, objective management of our clients’ portfolios. We have no brokerage affiliations - our members receive unbiased guidance and advice, delivered by a talented and devoted team of professionals. Our portfolio management staff members average 25 years of successful industry experience.

Why deal with financial “advisors” who may be more interested in their own bottom lines than yours? Make the smart choice! Simply schedule a confidential consultation with one of our Member Financial Advisors when you open your account with AmeriCU. It’s easy, and comes with no strings attached. Email or call us today at 1.800.352.9699!

* 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.

You are now leaving the AmeriCU website.

By accessing this link, you will be leaving AmeriCU's web site and entering an alternate web site not operated by the credit union. Although AmeriCU has approved this as a reliable partner site, please be advised that AmeriCU is not responsible for the content of the alternate web site. AmeriCU does not represent either the third party or the member if the two enter into a transaction; and the Privacy and security policies may differ from those practiced by the credit union.

Stay on this page. Continue to external site.