Investment Policy Design and Execution
Set investment objectives and priorities that remain specific and flexible to your risk tolerance and liquidity needs
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.
Set investment objectives and priorities that remain specific and flexible to your risk tolerance and liquidity needs
Protect your long-term financial health with strategic management of your cash reserve
Create customized plans (401(k) management, employee stock purchase) that help secure your institutional retirement needs
Seeking investment solutions for your small business? With options like business succession planning and retirement planning, strengthen your savings and reduce risk.
Learn morePopular Investments can connect you with a team of trained investment experts.
We aren’t pushing our own investment products, which means you get unbiased feedback.
We listen to you. You’re not a number in a portfolio.
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.
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Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. (“Infinex”). Member FINRA / SIPC. Popular Investments is a unit of Popular Bank. Infinex and Popular Bank are not affiliated. 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.
Investment and insurance products:
Are not FDIC insured | Are not guaranteed or insured by any bank or bank affiliate | Are subject to investment risk, including the possible loss of value |
Are not deposits or obligations of any bank or any bank affiliate | Are not insured by any federal government agency | Are not a condition to any banking service or activity |