Invest in your future.
Reach out to our DECU Investment & Retirement Services team today and we’ll help you create a solid investment plan for tomorrow. Everything you need to reach your goals and make your financial future a reality starts when you contact us.
Work with Trusted Professionals
DECU provides experienced, professional financial planning to help get you ready for what’s on the horizon. Together with a DECU Investment & Retirement Services representative, we’ll work to align your current goals and put your money toward a happy retirement that begins in 5, 10, or even 20 years.
Meet our Investment & Retirement Team
Guided Wealth Portfolio
Automated Investing Backed With Personalized Service
Guided Wealth Portfolios combine easy-to-use technology with the personal financial consultation service of our DECU Investment & Retirement Services team. Unlike most digital investing solutions, or robo advisors, who don’t include a dedicated financial advisor relationship, our digital investing solution guides you through the process from start to finish.
Our online investment platform combines the benefits of a personal financial advisor with sophisticated technology to help you invest in your future:
- Advisors on call
- Low initial investment
- Competitive rates
We’ll create an investment allocation road-map based on your goals, risk preferences and investing timeline to help you pursue your objectives. Your road-map is also customized for your specific stage in life, and will change according to your needs.
- Ongoing planning, service, and advice.
- Investment road-map designed just for you
- Access to a dedicated financial advisor
Hi-Tech, Low-Cost Advanced Wealth Management
Just $5,000 in investable assets opens your low management fee account, 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 Investing
Your self-directed investing process is made fast and easy with the secure technology that powers DECU’s Guided Wealth Portfolios. Get access to a personal portal and track your activity, open new accounts, invest online, see your portfolio and make updates to your accounts in all one place:
- Personal investment portal
- Constant monitoring of your portfolio
- 24/7 access to your accounts
- Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.