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The Coastal Wealth Management team is on a mission to grow its current $150 million investment services program by at least $20 million each year.

Nearly seven years ago, changes to Coastal Federal Credit Union’s investment program were put in place to help build a stronger presence with members, many of whom had long-time ties to IBM, the cooperative’s original sponsor.

From the creation of a financial advisory center dedicated solely to investment and trust services to a shift from a managed employee to a dual employee model, the $2 billion Coastal in Raleigh, N.C., grew its investment portfolio to $150 million in assets under management.

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