Investments

When it comes to your financial well-being, the Investment Department at The Island can help you put together a plan to grow, preserve, and guard your assets.

 

Financial Planning

Reach your financial goals with the help of one of our friendly and experienced LPL Financial Advisors.

Asset Management

Grow the value of your assets with Strategic Asset Management (SAM), a fee-based investment management program created by LPL Financial.

Retirement Plans

We can design a retirement strategy to match your budget, funding requirements, and retirement target dates.

 

 

Your Investment Account

Access your investment account information online 24/7 through LPL Account View.

 

Online Investing

Invest online yourself through SharebuilderTM, a unique stock buying service with no minimum account balance or investment amount.

Trusts

Ensure the proper management of your assets. Confidential trust services are offered through the Private Trust Company, an LPL affiliate.

 

Terms & Conditions

Securities, insurance products, asset management, and financial planning and services offered through LPL Financial and its affiliates, are not NCUA/NCUSIF insured, are not credit union guaranteed, and may lose value. Representatives are employees of North Island Credit Union and licensed through LPL. LPL Financial Member FINRA/SIPC. North Island Credit Union CA license #0719223.
 

The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Arkansas, Arizona, California, Colorado, Florida, Hawaii, Indiana, Missouri, New Jersey, New Mexico, Nevada, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Wisconsin.