Wealth Management

AmeriCU Capital Management, LLC

Headquartered locally 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.

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 AmeriCU Capital Management Member Financial Advisors when you open your account with AmeriCU. It’s easy, and comes with no strings attached. Email retirement@americu.org or call us today at 800.352.9699!

Wealth Management Team

Photo of Cindy Servatius

Cindy Servatius

Member Financial Advisor Administrator

Phone: 315.356.3236

Raymond Acosta

Raymond Acosta

Member Financial Advisor

Phone: 315.356.3236 ext. 3294

Photo of Sean Ryan

Sean Ryan

Member Financial Advisor

Phone: 315.356.3000 ext. 6072

* 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. AmeriCU Capital Management, LLC is a wholly owned subsidiary of AmeriCU Credit Union. Non-deposit products offered here 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.

Unless specifically authorized in writing, any and all information contained on this site may not be reproduced, transmitted, displayed, distributed, published, or otherwise used. If you download or print any information from this site, you agree that you will not copy or remove any copyright or other notices displayed on the material.