SALT LAKE CITY–Sno Falls Credit Union said it will offer online investment advice to its members through a new partnership with Financial Guard, which provides a fixed-fee Roboadvisor.
“We chose to partner with Financial Guard because their operating principles align with ours. They are transparent, offer a great value to our members and their technology platform is leading edge” said Tim Williams, CEO of Sno Falls Credit Union, in a statement.
Financial Guard said its scalable technology “changes the game” for individual investors by removing unnecessary fee drags and biased advice on their investment portfolios, which are inherent in the traditional broker model that most CUs offer.