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GUIDED WEALTH PORTFOLIO

Invest in your future with our new online investment platform that combines the benefits of a personal financial advisor with sophisticated technology.

  • Advisors on Call
  • Low Initial Investment
  • Competitive Rates

Automated investing backed by personalized service

Guided Wealth Portfolios combines the ease of technology with the personal attention and service of your financial consultants at DECU Investment & Retirement Services. While most digital investing solutions, or robo advisors, don’t include a dedicated relationship with a financial advisor, we’re here to guide you throughout the online investing process.

BrokerCheck

  • Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Solutions designed just for you

To help you pursue your objectives, you’ll receive an investment allocation roadmap based on your goals, investing timeline and risk preferences. Your roadmap is also customized for your specific stage in life, and will change as your needs change.

  • Ongoing planning, service, and advice.
  • Investment roadmap designed just for you
  • Access to a dedicated financial advisor

Advanced wealth management at a lower cost

You can sign up for an account with as little as $5,000 in investible assets. You’ll enjoy low management fees, and we’ll allocate your assets in a tax-efficient manner, evaluating the tax impact of each trade before it goes though.

  • Low management fees
  • Low initial investment minimums
  • Tax-efficient investing

Intuitive, intelligent technology

The technology that powers Guided Wealth Portfolios makes the self-directed investing process fast and easy. Invest online with access to a personal portal where you can view your accounts in one place, open new accounts, see your portfolio, and make updates.

  • Personal investment portal
  • Constant monitoring of your portfolio
  • 24/7 access to your accounts

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 Deere Employees Credit Union deposits and are not NCUA insured. These products are not obligations of the Deere Employees Credit Union and are not endorsed, recommended or guaranteed by Deere Employees 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. Deere Employees Credit Union and DECU Investment and Retirement Services are not registered broker/dealers and are not affiliated with LPL Financial.

Not NCUA Insured  | Not Credit Union Guaranteed | May Lose Value

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, CA, FL, IA, ID, IL, KS, MO, MS, NC, NE, NV, OH, SC, SD, WI

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