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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

Work toward reaching 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.

 Trusts

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

Looking for Higher Rates?

In this economic environment,alternative investment options may be a good choice. Call an advisor at (800) 848-5654.

 

Terms & Conditions

Financial Consultants are registered with and securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. North Island Credit Union and the Investment Department at North Island Credit Union are not registered broker dealers, nor are they affiliated with LPL Financial. Representatives are employees of North Island Credit Union and registered through LPL Financial. North Island Credit Union CA Insurance license #0719223.

Not NCUA InsuredNo Credit Union GuaranteeMay Lose Value

The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Arizona, California, Colorado, Florida, Georgia, Idaho, Nevada, New Jersey, New York, North Carolina, Oregon, Pennsylvania, South Carolina, Texas, Virginia, Washington.