Invest in your future.
Call a DECU Investment & Retirement Services representative 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 that 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 roadmap based on your goals, risk preferences and investing timeline to help you pursue your objectives. Your roadmap is also customized for your specific stage in life, and will change according to your needs.
- Ongoing planning, service, and advice.
- Investment roadmap 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.