A strategic approach to managing your assets and maximizing investments.

Popular Investments offers a sound and strategic approach to optimizing your cash reserves. From investment policy design and execution to asset management, we prioritize the long-term vision and impact of your institution or organization.

Our tailored investment and insurance solutions include:​

Investment policy design and execution

Investment Policy Design and Execution

Set investment objectives and priorities that remain specific and flexible to your risk tolerance and liquidity needs

Asset management of strategic cash reserve

Asset Management of Strategic Cash Reserve

Protect your long-term financial health with strategic management of your cash reserve

Retirement planning

Retirement Planning

Create customized plans (401(k) management, employee stock purchase) that help secure your institutional retirement needs

Find investment solutions for your small business.

Seeking investment solutions for your small business? With options like business succession planning and retirement planning, strengthen your savings and reduce risk.

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Small Business Investment Solutions

Why choose the Popular Investments Team?

Expert Advice

Expert Advise

Popular Investments can connect you with a team of trained investment experts.

Unbiased Feedback

Unbiased Feedback

We aren’t pushing our own investment products, which means you get unbiased feedback.

Personalized Service

Personalized Service

We listen to you. You’re not a number in a portfolio.

Are you ready to get started? We’re ready to meet you.

Popular Investments has trained investment professionals ready to discuss your options and find what's right for you.
Call us at 1.866.689.0365 to make an appointment or contact your nearest branch location.

Business Insights

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Broker Check by FINRA

Securities and advisory services are offered through Infinex Investments, Inc. (“Infinex”), a registered investment advisor and broker-dealer (Member FINRA / SIPC). Insurance products are offered through Infinex or by Popular Insurance Agency USA, Inc. (PIAUSA). PIAUSA is also known as PIA US Insurance Agency (PIAUS) and is a wholly owned subsidiary of Popular Bank, a NY state chartered financial institution. Infinex or its affiliates are separate entities from, and are not affiliated, with PIAUSA, PIAUS, Popular Investments, or Popular Bank. “Popular Investments” is a registered service mark, through which securities and insurance products are offered.

When registered representatives offer products and services under the Popular Investments name, they are doing so as insurance agents or registered representatives of Infinex; or insurance agents of PIAUSA. Infinex registered representatives are also employees of Popular Bank. Popular Bank and PIAUSA are not registered as a broker-dealer or an investment adviser. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value. If applicable, please request a prospectus as it contains more complete product information — including risk, fees, and expenses — and should be read carefully before investing.

Please never share your Popular account details with anyone. Popular will never ask you for your password through email, social media or a third-party website. Learn more.