SALT LAKE CITY–Sno Falls Credit Union is now offering its members online investment advice via a partnership with Financial Guard, America’s leading fixed fee Roboadvisor.
According to Financial Guard, 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 credit unions offer.”
By leveraging Financial Guard and their digital offering, Sno Falls Credit Union will be able to provide members with scalable wealth management services in a very efficient manner, the company said.
“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
Kevin Pohmer, President of Financial Guard added, “We are excited to partner with Sno Falls Credit Union—their Members will now have investment advice literally at their fingertips and our cutting edge software will provide them with professional investment advice at a fraction of the cost of the typical broker/advisor solutions commonly provided by financial services companies.”