Simple investing
Start to invest without the stress.
You don’t need to be an expert to start your portfolio. Marstone, offered through Elevations, makes it easy to start building wealth through investments with ‡:
An initial investment as low as $500
Expert financial guidance
Automated portfolio creation when you answer a few simple questions
Clear language and visuals showing how your portfolio breaks down
Elevations Mortgage Trailhead Tool
Just the numbers please
Are you interested in seeing your mortgage loan options and everything that goes into your monthly payment? By sharing a few details about your current loan requirements, you'll provide our loan officers with what they need to prepare accurate loan proposals tailored to your individual needs. We won't pull your credit report, and there is no pressure to get your mortgage. You can complete a loan application once you have found the loan mapped out for your homebuying journey.
Referral gifts
Love Elevations? Refer a friend and get a curated box of Colorado goods.
When you refer a new member to Elevations Credit Union, you will both receive a slice of Colorado delivered to your doors.* Throughout the year, we’ll release new boxes that remind us of why we call this great state home.
Why join Elevations?
We invest in you and our Colorado community.
We offer the services you’ve come to expect from traditional banks, but unlike others, our profits are reinvested back into our neighbors and local businesses. When you choose to bank with Elevations, you choose a locally-grounded credit union with national reach. You choose a Colorado team who’s here to listen to your financial goals and help you reach them. Because like you, we’re invested in the future of our community.
Upcoming Event
More homebuying seminars are coming soon.
We’re committed to financial education and believe educated members make better financial decisions. That’s why we host dozens of seminars every year that are free and open to the public. We don’t have a homebuying seminar on our calendar right now, but you can access free financial education resources on our blog or browse other upcoming seminars.
‡ Marstone is a third party independent of Elevations Credit Union. Products offered through Marstone are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal.
SOLICITOR'S DISCLOSURE STATEMENT PURSUANT TO RULE 206(4)-1 OF THE INVESTMENT ADVISERS ACT OF 1940
Marstone, LLC ("Adviser") has entered into a solicitor's agreement (the "Agreement'') with Elevations Credit Union ("Solicitor'') whereby Adviser will pay cash compensation to Solicitor for introducing prospective investors who engage Adviser to provide investment services managed, directly or indirectly, by Adviser or its affiliates. Solicitor is not an investment advisory client of Adviser nor an investor in any of Adviser's investment products. Solicitor has a material conflict of interest in introducing prospective investors to Adviser because the compensation paid by Adviser to Solicitor under the Agreement incentivizes Solicitor to recommend that prospective investors invest with Adviser.
Solicitation Fees. Adviser and Solicitor have entered this Agreement which allows Adviser to offer investment advisory and financial planning services to Solicitor clients. In return, Adviser pays the Solicitor a referral fee (the "Referral Fee"). The Referral Fee will be 25% of the fee owed to the Adviser under its client agreement once the assets under management on the Adviser's Platform received from Solicitor reaches $5,000,000. The fee will continue to be paid to the Solicitor as long as the Solicitor client is a client of the Adviser. This fee will be owed regardless of charge backs or claims of refund unrelated to Solicitor error or willful negligence.
No cost will be added to the advisory fees that the client will pay for Adviser's services as a result of the fees paid to the Solicitor, and the client fee is the same as those charged to other clients of Adviser for similar services as further described in the Adviser's Form ADV Part 2A brochure. The parties acknowledge that Adviser and Solicitor are separate and distinct companies.
*Terms and conditions apply. See full details.(opens in a new window)