When you are looking to get the most out of your investment portfolio, wouldn't it make sense to consider working with someone who has been nationally recognized as an industry leader, who has successfully guided credit unions to realize their goals? Our level of expertise is second to none. And while we’ve earned our fair share of awards, what we’re most proud of is earning our clients’ trust. Our average client tenure is 20 years…and growing. Let’s have a conversation and we’ll show you how we can help you.
- No fee for safekeeping
- Open architecture— unparalleled access to any product that can help you
- Over $2.5 billion in managed assets
- Serving credit unions of all sizes since 1987
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Gary Tantleff has been recognized as an industry leader.
Ranked #1 advisor in New Jersey by Barron's magazine, 2013, 2014