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Podcast: On the Road to Democratizing Investing

We recently partnered with Apex Fintech Solutions, United Nations Federal Credit Union, and Stathis Partners for a podcast, “On the Road to Democratizing Investing,” to discuss the importance of creating investment opportunities for all credit union members. Listen in to hear our Chief Operating Officer, Justin Steitz, discuss what changes we are making to keep up with fintech trends and how we are invested in your members.

Tags: Credit Union Wealth Management, Credit Union Investment Services, Wealth Management for Credit Unions, Credit Union Wealth Management Services, Wealth Management Services for Credit Unions

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Securities and advisory services offered through Copper Financial Network, LLC (“Copper Financial”), Member FINRA/SIPC. Copper Financial is a SEC registered investment adviser. Products offered through Copper Financial: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Copper Financial is a wholly-owned subsidiary of CommunityAmerica Federal Credit Union.

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