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Life is better when it's filled with purpose, at Coral Trade we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking, and generosity programs to help people make the most of all they've been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our clients. We focus on their goals and priorities, guiding them towards financial choices that will help them live the life they want today - and tomorrow.

We've always held the belief that humanity thrives when people make the most of all they've been given. To ensure we can continue to inspire generations to make financial choices guided by their values, we're supporting our current clients - and opening our doors to new ones. And we're meeting their needs in more ways than ever before. Because when more people make the most of all they've been given, our impact amplifies.

  • Financial Planning

  • Create a portfolio with reliable return .

No matter where you need guidance, we can help.

we have products and services that fit wherever you are in life. Whether you're just starting out, halfway there or getting close to your life's goals, we're with you.

Our Mission: Our mission is to add value with active portfolio management to help our clients reach their long-term financial goals. We achieve this through our investment strategies, adhering to our values and investment principles, and offering employees a challenging and rewarding place to build a career.


Our Vision: Our vision is to be a trusted partner for our clients and a respected leader in global asset management.