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Innovative Strategies

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