Iowa CU Expands Wealth Services

IOWA CITY, Iowa -- To assist members with their wealth planning needs, the $619 million University of Iowa Community Credit Union has partnered with Precipio Wealth Advisors to make it happen.

Precipio Wealth Advisors is a fee-based, private wealth management company providing customized wealth-planning services, including asset management, risk planning and access to both traditional and nontraditional investment vehicles. Mike Young will assist members with their wealth planning needs.

"He is one of the best at what he does, and we are pleased to have him on our team helping our members achieve their financial goals," said Jeff Disterhoft, president/CEO of UICCU. "With Mike and Precipio, we will be able to expand our current menu of investment products and make more options available to our members."

Comments

More News

Resource Center

View All »

The Seven Sins of Spreadsheets

This white paper will identify the Top 7 issues which businesses using spreadsheets to manage their fixed asset data are failing to address.

How Enterprise Software Helps Financial Services Firms Improve Efficiency and Reduce Costs

This white paper describes how enterprise software solutions, when built on a flexible and adaptable technology platform, can help financial services firms streamline workflows, consolidate...

Getting Ready for IFRS

This white paper describes how your company can make the transition to IFRS in a timely and cost efficient manner as well as what your...

CUT Daily eNews

Credit Union Times delivers breaking news and information you need to make the right decision for your organization - FREE. Sign up now!

Career Listings
Recent Career Listings
Browse Career Listings