Our business partner, Apple Tree Asset Management, provides investment and insurance services for our members. With a trio of licensed advisers, ATAM can assist members in the following areas:

• Financial Planning: Retirement, Estate, College Education (529 Plans)
• Investing: Mutual Funds, Variable Annuities, Fee-Based Accounts
• Biblically Responsible Investing (BRI)
• Insurance Needs: Life, Health, Disability, Long-Term Care, Medicare, Fixed and Indexed Annuities, Access to home and auto insurance providers
• Employer-Sponsored Retirement Plans: 401K, City of Fort Wayne 457 Plan, Simple IRAs, SEP IRAs, Payroll-Deduction IRAs

The firm known today as Apple Tree Asset Management has been in existence since shortly after the Vietnam War. Beginning originally as an accounting practice, the firm has grown into its current status as an independent financial advisory firm which offers all of the services listed above.

Contact Apple Tree Asset Management at: info@appletreeam.com or by phone at (260) 637-7278, to schedule a free initial consultation.

ATAM staff is available for appointments at any Summit Choice CU branch.

Apple Tree Asset Management & Summit Choice CU are providers for the City of Fort Wayne’s 457 retirement plan.

More Information

Apple Tree Financial Group is not NCUA or ESI insured. May lose value. No credit union guarantee. Not a deposit. Police City County Federal Credit Union is not an Investment Broker Dealer.

Information provided, including articles and videos, are for educational purposes only and do not constitute direct investment advice, a direct offer to buy or sell an investment, and are not to be interpreted as tax or legal advice. Apple Tree Asset Management does not offer legal advice. Please speak with your own tax and legal advisors for advice/guidance regarding your particular situation. Because investor situations and objectives vary, this information is not intended to indicate suitability for any particular investor. Apple Tree Asset Management provides tax services. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of the services referenced on this site are available in every state and through every advisor listed. For additional information, please contact ATAM at  (260) 637-7278."