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A New Investment Journey 
Guided Wealth Portfolios
Online Investing - Personalized For You

With Guided Wealth Portfolios, we aim to provide you a diversified portfolio that matches your risk preferences and helps you work toward your unique financial goals. This is combined with daily account monitoring that auto-rebalances your account when necessary and identifies tax-saving opportunities to not only keep your portfolio in line with its goals, but potentially improve it for greater diversification and future growth. Please note, Guided Wealth Portfolios require a $5,000 minimum.

With Guided Wealth Portfolios, you don't have to worry about managing or updating your profile, as your LPL Financial Advisors at Bay Federal Credit Union handle it for you! You get insight into what's happening in your portfolio through your online portal, and if you ever have any questions about your investment strategy, we're just a phone call away!

  • Powering Your Future with a Personal Touch: Grow your future with our experience and the convenience of online investment management.
  • Customized Recommendations: Simply answer a few questions to receive a proposal, customized for you. We'll give you recommendations for your account and a calculation of your potential dollars at retirement.
  • Personalized Investment Management: We'll oversee your plan, customized for you and designed to evolve as your life changes. If your goals shift, we're here to help.

Ready to get started? Start your new investment journey!


Guided Wealth Portfolio Three Step Process

  • What's Your Goal?

  • What's Your Investment Horizon?

  • What's Your Risk Tolerance?


Five Primary Investment Objectives through Guided Wealth Portfolios

  • Income with Capital Preservation

  • Income with Moderate Growth

  • Growth with Income

  • Growth

  • Aggressive Growth

If you would like an LPL Financial Advisor at Bay Federal Credit Union to contact you, please complete and submit the following information.

 

 

 

 

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Bay Federal Credit Union and Investment Services at Bay Federal Credit Union are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Investment Services at Bay Federal Credit Union, and may also be employees of Bay Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Bay Federal Credit Union or Investment Services at Bay Federal Credit Union. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency  Not Credit Union Guaranteed  Not Credit Union Deposits or Obligations  May Lose Value 


The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
 

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