INVESTMENT SERVICES

Investment Services for Businesses 

Let Fortera Wealth Management, through our broker-dealer Infinex Investments, Inc.,* help you set goals and plan for your business' future. Whether you are looking for business services or investment advice, we're here for you.

Investments

Our Infinex Financial Advisor can help you establish financial goals, assess your tolerance for market risk, develop a comprehensive plan, and build a portfolio that will help you and your employees realize your goals. Count on your Infinex Financial Advisor to review your plan periodically to help you keep current on market conditions. We offer access to online trading to full-service account management:

  • Defined Benefit Plans
  • Deferred Compensation Plans
  • 401(k), Money Purchase and Profit Sharing Plans

 

 

*Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Fortera Wealth Management is a trade name of Fortera Credit Union. Infinex and Fortera Credit Union are not affiliated. Products and services made available through Infinex are not insured by NCUA or any other agency of the United States and are not deposits or obligation of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including possible loss of value.

 

 

 

 

 

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