Investment Services

When you’re making important financial decisions you want sound and objective advice from someone who knows you. Suncoast Trust & Investment Services’ advisors, located at the credit union, will help you decide how to invest and manage assets that work to achieve your financial goals. And because our advisors are credit union employees, you’ll receive the same outstanding level of service and personal attention that you’ve come to expect.1

Check the background of our investment professionals on FINRA's BrokerCheck.

Our Approach

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Our team of financial advisors works alongside members to devise customized solutions to help meet each investment goal. We’re dedicated to helping you build the most appropriate portfolio for you, while maintaining your objectives and assessing your tolerance for investment risk. Our services include:

  • Portfolio planning advisory services
  • Asset allocation and management
  • Investment planning
  • Retirement planning
  • Financial planning
  • Brokerage services 
  • Tax-advantage investing
  • Stocksbonds and mutual funds
  • Annuities

Reach us by phone 1-866-300-9382

Brokerage Services

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Suncoast works with CUNA Mutual to bring you online brokerage services — giving you quick and convenient access to your portfolio when you need it.

Reach us by phone 1-866-300-9382

Portfolio Management

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Suncoast offers members access to Portfolio Advisory Services. Our team of investment advisors work to create tailored plans to help you manage your investments. Our process includes:

  • Thorough understanding of our members’ goals
  • Financial analysis, research and inquiry into potential opportunities
  • Customized recommendations to fit your goals and situation
  • Implementation of a plan of action
  • Close monitoring of change
  • Continuous review and revision of your plan

Reach us by phone 1-866-300-9382.

Workshops

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Suncoast offers a variety of online and in-person workshops to members through our Trust & Investment Services program.

Reserve your seats today — space is limited.