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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Delta
- Established Date
- 04-18-2005
- Office Locations
- 3
Office Locations
About NCU Investment Solutions
NCU Investment Solutions is a Smithfield, RI registered investment adviser focused on long-term, goals-based financial planning. The firm designs, implements, and monitors customized plans with ongoing progress reporting and course corrections. Portfolios primarily use public funds and ETFs, and the practice supports retail and institutional relationships, including custody at Schwab and Fidelity/NFS.
Team overview
Insights
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Lisa Dandeneau
Manager
- CRD
- --
- Ownership
- Less than 5%
JASON M JOLIN
Manager
- CRD
- --
- Ownership
- Less than 5%
Timber focus
Delta peak
- CRD
- #67383
- Ownership
- 13.8%
Showing 2 of 4 owners & executives
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RUSSELL ALBERT BOTVIN
Financial Planning and Investments Manager
- CRD
- #6542070
ALEXANDER HUGH CABRAL
--
- CRD
- #8214843
Wave insight
Insight element vital
- CRD
- #24040
Showing 2 of 10 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $94,268,903 | -- |
| Non-Discretionary | $13,283,005 | -- |
| Total | $107,551,908 | -- |
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Separately Managed Accounts
Total SMA Asset: $107,551,908
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,027,366,844 | 20.8% |
| Cash | $681,618,387 | 13.8% |
| Equity - Exchange | $1,521,293,211 | 30.8% |
| Other | $1,412,629,410 | 28.6% |
| U.S. Government/Agency | $296,355,820 | 6.0% |
| Total | $4,939,263,672 | 100.0% |