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While some digital investing solutions offer online investment management, many don’t include a direct personal relationship with a financial advisor, unless you’re willing to invest substantial amounts of time and money. With Guided Wealth Portfolios, no matter how large or small your investment amount, you get a personal advisor, dedicated to you and your goals. You have the freedom to invest your way—anytime, anywhere.
All you need to get started is $5,000* to invest. Whatever your investment goals, we can help you. We’re available any time you have a question about your account or investment strategy.
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Intuitive, intelligent technology—Our online platform is designed with the end user in mind. View your portfolio accounts, open new accounts and make updates, anytime you want.
Professional guidance—Unlike many digital investing solutions, our guided wealth portfolios are fully supported by a team of personal financial advisors. If you have a question or need help, we’re a quick call away.
Personalized roadmap—You’ll receive an investment allocation and roadmap based on your goals, time horizon and risk preferences. Your portfolio is monitored daily and rebalanced as needed.
Cost-effective wealth management—You don’t need to be wealthy to get started. Open your portfolio with as little as $5,000. Plus, enjoy low management costs, tax-efficient investing and tax-loss harvesting.
What is Guided Wealth Portfolios (GWP)?
Guided wealth portfolios (GWP) is an online platform that combines the benefits of a personal financial advisor with the convenience of automated investing technology.
How much money do I need to get started?
The minimum initial investment is $5,000.
Who do I contact with questions?
To speak with a wealth advisor, call 888.777.5211
Meet our Advisors and learn more about the financial professionals serving Altra Federal Credit Union members! You may also contact us at 888.777.5211 or email Mark Thorn at m.thorn@lpl.com to schedule a no-cost, no-obligation consultation in person or by phone.
Securities 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. Altra Federal Credit Union and Altra Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Altra Financial Advisors and may also be employees of Altra Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Altra Federal Credit Union or Altra Financial Advisors. 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 |
Altra Federal Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution 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.
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.
*An annual small account fee is applied to accounts with less than $10,000 invested.
Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP generates investment recommendations based upon model portfolios constructed by LPL. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL, LPL is not an affiliate of such advisor. LPL investment advisors are registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC.
All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.