- Develop a personalized financial portfolio
- Get custom financial advisement on all investment decisions
- Receive access to mutual funds as well as stocks and bonds
A partner in investing
Selecting the right investments and monitoring them over time is crucial to any long-term strategy. SIU Credit Union Investment Services is here to help you to accumulate, protect, and transfer your wealth. Our goal is to develop a personal roadmap for you to navigate to a financially secure future. Together, we’ll help determine the right mix of investments to help you reach your financial objectives with the degree of risk you find comfortable. As part of our yearly fee-based service offered through Alliance Wealth Management, you’ll receive access to mutual funds as well as stocks and bonds to achieve a solid and diversified portfolio.
How It Works
- Provide an email address and choose a password so your information is protected.
- Answer a few simple questions to tell us a little bit about you, so we can determine what your portfolio should be.
- Answer some questions about how you feel about taking on risk when investing, so we can determine your investment preferences.
- Get a personalized portfolio that outlines our recommended investment strategy and how much you could potentially earn through Guided Wealth Portfolios.
Online investing, personalized for you
Guided Wealth Portfolios is our digital investing solution that allows you to invest online with a low starting minimum and low-cost, exchange-traded funds (ETFs) while working with a personal financial advisor. Whereas other, similar solutions, called “robo advisors,” often require a large investment amount before granting access to a dedicated financial advisor, our solution allows you to start with only $5,000.*
View Your Personalized Proposal to See if Guided Wealth Portfolios Is Right for YouGet Started
*An annual small account fee is applied to accounts with less than $10,000 invested. Additional fees will apply.
IMPORTANT: The projections or other information generated by Guided Wealth Portfolios regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.
Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are nonaffiliated entities
If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission.
All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
References to tax strategies that the GWP service investment management considers in managing accounts should not be confused with tax advice. LPL Financial does not provide tax advice. Clients should consult with their personal tax advisors regarding the tax consequences of investing.