Investment Services | Portfolio Management | GECU

GECU INVESTMENT SERVICES

Investment Services

GECU Investment Services1 is here to help you seek growth and manage risk.

Investment Services

Benefits of our investment products and services

  • Diversify your portfolio: We can help you create a diversified investment portfolio with multiple investment products, such as mutual funds, exchange-traded funds (ETFs), stocks and more.
  • Customized investment plans: Let’s work together to create a personalized plan to help you pursue your financial goals based on unique strategies that are tailored to your needs.   
  • Invest with confidence: Our team of experienced financial professionals is here to review your investment portfolio, evaluate risks, answer your questions and guide you at any stage of life. 
  • BrokerCheck: Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.  

 

Get started by scheduling a no-cost, no-obligation appointment now by clicking the button below or by calling 915.774.1765.

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Virtual Seminars

GECU Investment Services

JOIN OUR UPCOMING VIRTUAL SEMINARS¹

GECU Investment Services is here to give you the knowledge that you need to plan for the future. Join our virtual seminars presented by Mike Wells* from CUNA Mutual Group to get the answers to some of your questions about understanding your rollover options and diversifying your investment portfolio — don’t miss them!
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INVESTMENT SERVICES & PRODUCTS

Explore our many investment options

Investment Management Accounts

Choose from different options that our professionals present to pursue your financial goals.
Choose from different options that our professionals present to pursue your financial goals.

Best for: Members looking for financial professionals that can easily guide purchases and place funds into an account portfolio.

 

  • Options are based on market research and analysis 
  • Investor allocates funds
  • Fee-based investment management product

View investment management

Annuities

Gain confidence while on the road to retirement by increasing your retirement savings.
Gain confidence while on the road to retirement by increasing your retirement savings.

Best for: Members looking to guarantee annuities/annuity predictable growth, principal protection and income during retirement.

 

  • Fixed, variable and guaranteed short- or long-term annuities available
  • Competitive rates from a variety of insurance providers
  • Terms starting at three years
  • Enjoy tax-deferred growth and flexibility
     
    • Fixed and variable annuities are suitable for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Withdrawals made prior to age 59 1/2 are subject to a 10% IRS penalty tax and surrender charges may apply. Variable annuities are subject to market risk and may lose value.
Schedule an appointment View annuities

Mutual Funds

Professionally managed investment funds that come with simplicity, accessibility and diversity.
Professionally managed investment funds that come with simplicity, accessibility and diversity.

Best for: Members looking for long-term growth potential.

 

  • Used for investing in securities, such as stocks, bonds, money-market instruments and more
  • Diversify your portfolio
  • Simplified portfolio management
     
View mutual funds

One-on-one Investment Services Consultation

Empower yourself with the knowledge you need to plan for the future and establish a financial wealth management plan that is suitable for your needs and goals.
Empower yourself with the knowledge you need to plan for the future and establish a financial wealth management plan that is suitable for your needs and goals.

Best for: Members who are ready to learn all about investing and planning.

 

  • Introductions to life insurance, Medicare and Social Security benefits  
  • Long-term-care planning.
  • Managing the market and stocks, mutual funds and ETFs
  • Retirement planning and annuities
     
Schedule a consultation

Investment Calculators

Use one of these useful wealth management calculators to see how investment services can help you pursue your financial goals. 

• Future value investment calculator
• Retirement budget estimate
• Savings goal calculator and more!
 
WEALTH MANAGEMENT CALCULATORS
Investment Services
We’re Here to Answer Your Investment Services Questions
  • How much money do I need to start investing? 
    The amount of money that you need to start investing will depend on the investment products that you are investing in. Schedule a no-cost, no-obligation appointment to discuss your investment options or call 915.774.1765.
  • How soon should I speak with a financial professional?
    The best time to speak with a financial professional will depend on an individual’s financial needs and goals. Our team is here to provide you with investment services and help you develop a unique plan to fit your financial needs. Schedule a no-cost, no-obligation appointment to discuss your investment options or call 915.774.1765.
  • Are investments insured?
    Investments are not federally insured and may lose value. Some investment products, including certain types of annuities, are backed by the financial strength of the issuing insurance company. Schedule a no-cost, no-obligation appointment to discuss your investment options or call 915.774.1765.
  • Is there a fee to meet with a financial professional?
    There is no cost to meet with a financial professional. Schedule a no-cost, no-obligation appointment to discuss your financial options or call 915.774.1765.
  • Do I need to be a member to speak to a GECU Investment Services team member? 
     
    No, you do not need to be a GECU member to speak with our team of financial professionals. Schedule a no-cost, no-obligation appointment to discuss your investment option or call 915.774.1765.

Disclosures

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1Securities 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. GECU and GECU Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using GECU Investment Services, and may also be employees of GECU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, GECU or GECU Investment Services. 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 representative(s) 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.

Your Credit Union (“GECU”) provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay GECU for these referrals. This creates an incentive for GECU to make these referrals, resulting in a conflict of interest. GECU is not a current client of LPL for advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.


*Mike Wells and CUNA Mutual Group are not affiliated with or endorsed by LPL Financial and GECU Investment Services. There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to affect some of the strategies.

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