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Investments

Partnership with ThirtyNorth Investments

Investing may have a different meaning depending on what your goals are, creating wealth, providing a legacy, philanthropy and more.  ThirtyNorth Investments is an independent company geared at navigating you through the world of investments and wealth management.

  • Type of Accounts
    • Tax Efficient
      (Individual, Community Property, Trust, Custodial)
    • Tax Deferred
      (IRA, SEP, IRA, SIMPLE IRA, Profit-Sharing Plan, Pension, 401(k), 403(b), No-Load Annuity)
    • Tax Free**
  • ThirtyNorth Investment Strategies

    ThirtyNorth has established five simple strategies taking into account needs and risk tolerance.

    AGGRESSIVE
    Benchmark to Beat:
    100% S&P 500 Index^

    MODERATELY AGGRESSIVE
    Benchmark to Beat:
    80% S&P 500 Index
    20% LB Agg Index^

    MODERATE
    Benchmark to Beat:
    60% S&P 500 Index
    40% LB Agg Index^

    MODERATELY CONSERVATIVE
    Benchmark to Beat:
    40% S&P 500 Index
    60% LB Agg Index^

    CONSERVATIVE
    Benchmark to Beat:
    20% S&P 500 Index
    80% LB Agg Index^

    RISK ADVERSE
    100% LB Agg Index^

  • ThirtyNorth Investment Process

    Step 1
    Examine historical relationships between asset classes and build model portfolios with a goal of minimizing historical risk for the expected return.

    Step 2
    Apply economic foresight to the models created in Step 1 and adjust the percentages accordingly.

    Step 3
    Research money managers using advanced screening tools to select those that are best suited to manage investments for each asset class.

    Step 4
    Personally interview the top managers and/or staff. Upon completion of this process, finish building our models.

    Step 5
    Continually monitor our models to make sure they are consistently invested in a manner that is suitable for the future, while monitoring the fund managers to make sure they are managing their fund well relative to their peers and their benchmark.

Click for more information on ThirtyNorth Investments or call us at 225-757-8007.


*Mutual fund internal costs and annual custodial fees for retirement accounts are not part of ThirtyNorth Investments' fee.
**Only if all IRS requirements are met on use and spending.
^S&P 500 Index is a stock index and LB Agg Index is a bond index. Strategies' goals are to beat benchmarks on an annualized basis. All strategies may result in a loss of principal.

Please note: the products offered through ThirtyNorth Investments (1) are not federally insured; (2) are not obligations of Campus Federal Credit Union; (3) are not guaranteed by the credit union or any affiliated entity; and (4) involve investment risks, including the possible loss of principal.