Align your investment goals with your values.
You should feel good about how your hard-earned savings will be used when you invest it. Whether contributing to your retirement or investing in your portfolio, you have the ability to potentially grow your funds in industries that match your moral identity.
The LPL* Financial Advisors at Bay Federal Credit Union are available for a complimentary review of your retirement plans and options, inheritance solutions, and investment needs. We offer socially-screened portfolios that support:
- Environmental Sustainability and Resource Efficiency
- Equitable Societies and Respect for Human Rights
- Accountable Governance and Transparency
Learn more about socially responsible investing and schedule a complimentary appointment today!
*Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Bay Federal Credit Union deposits and are not NCUA insured. These products are not obligations of the Credit Union and are not endorsed, recommended, or guaranteed by Bay Federal Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. Bay Federal Credit Union and Investment Services at Bay Federal Credit Union are not registered broker/dealers and are not affiliated with LPL Financial. Please check with your registered representative for state registrations.