Investing can be an important part of building your long-term financial goals. Whether you are starting to invest or have a developed portfolio, we take the time to get to know you and build a plan that allows you to invest with confidence.
Alerus Investment Solutions Include:
Savings :: Preparing for life moments
Education Savings Plan
Retirement :: Planning for a successful end to your career
Our process begins with understanding your whole financial picture – your life, financial and investment goals along with your risk tolerance, timeline and your current financial situation. We’ll focus on:
This means managing your assets based on your risk tolerance, investment timeframe, liquidity needs, and overall goals. As your needs change, your portfolio will change, too.
Rather than chasing investment fads or responding to short-term market conditions, we’re consistently focused on your long-term best interests.
Your portfolio will be managed using strategic asset allocation, state-of-the-art risk management software, and sound diversification methods.
Know that we’re always sensitive to transaction fees and tax ramifications. We reduce expenses by managing the bulk of your portfolio in-house and giving you access to the lowest-cost institutional funds available for specialty asset classes.
Alerus Wealth Management provides products and services through Alerus Financial, N.A. (Alerus). Registered representatives of Alerus Securities may offer insurance and investment products through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Alerus Securities is a trade name of Alerus. Infinex and Alerus are not affiliated.
Investment and insurance products are:
NOT A DEPOSIT
NOT FDIC INSURED
NOT GUARANTEED BY BANK
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
MAY GO DOWN IN VALUE
The information contained herein is general in nature, is provided for educational purposes only, and should not be construed as legal or tax advice. Alerus does not provide legal or tax advice. The information should not be relied upon as investment advice or solicitation. Statements of fact are considered reliable but no representation or warranty is made as to their completeness or accuracy. Always consult your legal or tax advisor, to determine how this information may apply to your own situation.