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GECU INVESTMENT SERVICES
Managed Investment Accounts
Let GECU Investment Services1 guide you on your financial journey! Our professionals can help you maintain a diversified portfolio based on your preferences and goals with managed investment accounts.
Account benefits for you
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BrokerCheck: Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
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Diversified portfolio management: Build your portfolio with a wide and diverse range of investment products, including stocks, bonds, exchange-traded funds (ETFs), mutual bonds and more. Diversification does not ensure a profit or guarantee against a loss.
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Confidence: Allowing a financial investment professional to oversee and manage your investment portfolio based on your preferences may help seek to optimize your hard-earned savings.
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Designed for you: Our local team of financial professionals can help you develop a unique plan based on your short- and long-term financial goals and your risk-tolerance preferences.
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Help options: In addition to our team of financial professionals, you can also speak with fund managers directly or attend in-person or virtual seminars.
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Sound advice: We’re here to help you develop an investment plan that oversees your funds the way you want and manages your finances for future generations.
Set up a no-cost, no-obligation appointment to discuss options with one of our financial professionals or call us at 915.774.1765.
Our Investment Services Team is Here to Answer Your Investment Questions
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What is a managed investment account?Managed investment accounts are investment accounts that are overseen by a financial professional.
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When should I start investing?Investing is a long-term strategy, and we recommend that you contribute to an investing account after you have approximately six-months’ worth of your current expenses saved in a savings account.
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What does it mean to have a diversified portfolio?A diversified portfolio is a combination of various investments designed to reduce the investor’s overall risk profile.
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What are financial professionals?Our financial professionals are here to help you with sound investment principals that fit your financial goals. Schedule an appointment today to discuss your managed investment account options or call us at 915.774.1765.
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