As you create an investment strategy to reach future goals, you have specialty options through Suffolk Investments.
Portfolio Management with a Digital Solution
Turn artificial intelligence into tangible results.
Blend robo-investing with advisor-assisted strategies.
Choose Guided Wealth Portfolios and Model Wealth Portfolios
Build up wealth for the future
Save for retirement and college expenses
Whether you seek a steady approach to retirement savings, a collection or aggressive investments or something in between, you'll benefit from our professionally managed portfolios. Choose an online approach or work closely with a Suffolk Wealth Management advisor who will take time to understand your current situation, financial goals, risk tolerance and everything related to your investment strategy.
Guided Wealth Portfolios: Grow your future with professional expertise and the convenience of online investment management. Monitor your account's activity, track performance, and update your individual plan, all in a personalized website portal.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Suffolk Credit Union® and Suffolk Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Suffolk Investments and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Suffolk Credit Union or Suffolk Investments. Securities and insurance offered through LPL or its affiliates are:
| NOT INSURED BY FDIC OR ANY OTHER GOVERNMENT AGENCY | NOT BANK GUARANTEED | NOT BANK DEPOSITS OR OBLIGATIONS | MAY LOSE VALUE |
Suffolk Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state
Suffolk Credit Union is not registered as a broker-dealer or investment advisor.