Financial Planning

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.

We are a registered investment adviser under the Investment Advisers Act of 1940. We take pride in our position as a service-intensive, member-owned organization. Registration as an investment adviser does not imply a certain level of skill or training.

Our only business is the development of financial plans and the independent, objective management of our clients’ portfolios. 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. Products are not Federally insured, are not obligations of the credit union, are not guaranteed by the credit union, and involve investment risks, including the possible loss of principal.

This site has been designed for informational purposes only. We reserve the right to make changes and corrections at any time, without notice. No information contained on this site constitutes investment advice. Past performance does not guarantee future results.

The information provided on this Web site is in no way intended as an offering or a solicitation of a security that may be referenced upon the site. It is not intended for distribution to, or use by, any person in any jurisdiction where such would be contrary to law or regulation or which would subject AmeriCU Capital Management, LLC to any registration requirement with such jurisdiction.

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