Investment Planning

Innovative Investing Solutions

Investing is more than traditional portfolio management. It’s about finding the right strategies to help you meet your goals. We help you get there with strategic advice and planning.

Get in Touch

Whether you are an investor with a large portfolio or this is your first time investing, Brenix Credit Union Bank Investment Services financial consultants will take the time to understand you, your goals and your needs. Let us help personalize an investment plan that is right for you.

Here are some of the investment planning services that our financial consultants can offer you:

  • Wealth management services 
  • Asset allocation strategies
  • Portfolio analysis and monitoring
  • Asset management
  • Tax-advantaged investing
  • Risk management strategies
  • Alternative investment strategies 

Need help?

For questions or help with financial planning:

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Mon through Fri

8:00 am to 7:30 pm PT