Since 1987, our team at the Credit Union Advisory Group has worked with credit unions of all sizes. We’ve helped over 500 of the top credit unions find effective solutions during these challenging times. And we’ve worked closely with smaller credit unions to help them grow. And as their needs change, we’ve adapted our investment strategies to grow with them—because that’s our mission.
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
|Gary Tantleff has been recognized by Barron’s as one of the Top 100 Financial Advisors in the U.S. (2012, 2013) and the number one Financial Advisor in the state of New Jersey in 2013. He was also named on the inaugural Financial Times Top 400 Advisors list.|
Accolades are independently determined and awarded by their respective publications. For more information on a particular rating, visit their corresponding website. Neither UBS Financial Services Inc. nor its employees pay a fee in exchange for these ratings. Accolades can be based on a variety of criteria including length of service, compliance records, client satisfaction, assets under management, revenue, type of clientele and more.