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View online and mobile banking
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GECU INVESTMENT SERVICES
Investment Services
GECU Investment Services* is here to help you seek growth and manage risk.
Benefits of our investment products and services
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BrokerCheck: Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
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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.
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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.
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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.
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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.
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
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.
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
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
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!
We’re Here to Answer Your Investment Services Questions
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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.
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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.
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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.
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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.
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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.
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BEFORE YOU GO
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