The investment management platform from Marstone, is now available to over 175,000 Elevations Credit Union members.
“We are thrilled to offer Marstone as an investment option for our members”
With clear language and visuals, automation, continuous portfolio monitoring and a low barrier to entry, Marstone makes it simple for anyone to start investing. At the heart of this relationship between Elevations and Marstone is a shared vision to make financial wellness universally accessible.
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“Elevations’ commitment to serving their members and fostering financial wellness aligns perfectly with our mission to democratize finance,” said Margaret J. Hartigan, CEO and co-founder of Marstone. “With the platform, the credit union can deepen relationships, expand their reach and provide meaningful, personalized financial guidance.”
Through Marstone’s platform, Elevations Credit Union delivers:
Accessible investment management: Free from financial jargon and with a lower initial investment requirement, investors of all levels can confidently begin their portfolios.
Personalized options: Members complete a simple survey to create a portfolio aligning with their goals, interests and risk tolerance. They can also use personal photos and nicknames to connect each account with its long-term goal (retirement, college tuition, etc.).
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Expert financial guidance: The Marstone team of financial experts manage the portfolio daily to make sure investments continue to reflect users’ risk tolerance and other preferences.
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“We are thrilled to offer Marstone as an investment option for our members,” said John Marx, VP wealth management at the credit union. “Whether they need support from our award-winning, full-service investment team or the do-it-yourself option provided by Marstone, we are committed to providing exceptional tools for financial growth.”
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Source – PR Newswire
