About the Vantage Investment Services Group

Since 1986, the Vantage Investment Services Group* (ISG) has offered access to securities transactions and brokerage services to credit union members. ISG representatives are affiliated with LPL Financial, a self-clearing broker/dealer, that has ranked as the number 1 broker/dealer for the past 12 years (as reported by Financial Planning magazine June 1996-2008, based on total revenues).

As one of the nation's leading securities firms, LPL Financial offers the support and technology that allows us to give members and clients more than just standard brokerage services. Through LPL Financial, today ISG functions as a full-service brokerage center, presenting seminars and focusing on advising and financial planning to successfully serve member and client needs.

Our ISG representatives can help you define your investment objectives and work with you to develop a plan that meets your individual needs. And because your objectives may change over time, a representative will review your financial plan with you on a regular basis to ensure your ongoing satisfaction with your investment portfolio.

The Vantage Investment Services Group can help you with:

Financial planning offered through LPL Financial

• Examine your investments, savings, insurance needs and taxes
  
• Make a plan to grow your portfolio

Retirement planning

• Start a retirement plan
  
• Assess your existing plan
  
• Transfer existing IRA funds
  
• Roll over an employee-sponsored retirement plan to an IRA
  
• Determine your retirement income needs
  
• Take advantage of tax benefits

Education planning

• Determine what percentage you want to finance
• Examine the length of time you'll need to save for this goal

General investing

• Learn about mutual funds, stocks, bonds, and fixed, variable and indexed annuities
• Make an investment plan for inheritances/settlements 
  

Insurance coverage

• Make sure you and your family are covered with life, disability and long-term care insurance
  

It's important to note in our Investment Risk Disclosure points below that investment products offered by the Vantage Investment Services Group:

• Involve investment risk, including the possible loss of principal amount invested
• Are not federallly insured by NCUA or FDIC
  
• Are not deposits or obligations of, or guaranteed by, Vantage Credit Union, Members Resource, LLC, or any of its affiliates
  
• Are not SIPC insured as to the loss of principal amount invested
  
• Are being offered by an employee who serves both functions of accepting members' deposits and the selling of non-deposit investment products
  

Call 314.264.5350 or 800.522.6009 to schedule a complimentary financial analysis today!

Vantage Credit Union also provides a special website just for the Vantage Investment Services Group. By entering this site, you're indicating you have read and understand the points listed in our Investment Risk Disclosure above.