Broker Check

Financial Institution Services

Competitive Compensation Model

FR Investment Group values the relationships we have with our bank and credit union partners. Credit unions and banks teamed up with FR Investment Group earn between a 20% to 40% payout depending on the institution.

Compliance Made Easy

Our experienced team is here to help our Bank and Credit Union partners navigate through being and remaining compliant with various rules and laws. 

Structured and Innovative Programs

FR Investment Group strives to be innovative and cutting edge with our banking and credit union programs. We strive to bring a refreshed and creative view to our investment programs to help provide our partnering bank and credit union clients an enhanced experience. Our programs are custom made for each program to ensure we are catering to bank and credit union clients in a manner that is both reliable and unique.

Innovative Strategies

At FR Investment Group we strive to develop and enhance our strategies to ensure they are competitive and individualized for each credit union and bank.

Strategies Include but are not limited to:

  • Personalized investing vehicles
  • Quarterly performance meetings
  • Access to client events
  • Business Planning
  • Succession Planning 
  • Personal Retirement Plans
  • Financial Planning
  • Business performance Analysis
  • Personal Investment Analysis
  • Wholistic Investment and Financial Plan Review

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).  Insurance products are offered through LPL or its licensed affiliates. Alden Credit Union and FR Investment Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using FR Investment Group, and may also be employees of Alden Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Alden Credit Union, or FR Investment Group Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value