Guided Wealth Portfolio

A Personal Touch to Digital Investing

A Personal Touch to Digital Investing

Guided Wealth Portfolio (GWP) from LPL Financial located at Cyprus Credit Union combines the convenience of an automated investment tool with the personalized touch of a personal financial advisor. This easy to use online tool allows you to set your investment goals and strategies, choose how much you want to invest, then automatically gets you set up with a personal financial advisor that helps you pursue these goals. As the market changes, your account will automatically re-balance as needed, providing you with the confidence that you are striving to reach your investment goals.

With GWP you’ll enjoy these great benefits:

  • Personalized – You tell us your goals and we help provide the roadmap to get you there. As your life changes, so will your strategy.
  • Guidance – Unlike many other digital investment solutions, GWP also gives you a personal financial advisor. If you have any questions or need guidance, your personal advisor is just one call away.
  • Monitoring – Your portfolio is monitored daily ensuring you are on track as the market shifts. The platform will also automatically evaluate tax implications prior to performing trades.
  • Convenient – See all your investments in one place. You can manage, view, open new accounts, and make updates 24/7 from wherever life takes you. The technology makes it fast and easy.
  • Cost-effective – You don’t have to be wealthy to get started. Portfolios can be opened with as little as $5,000.

How GWP Works:

  • Step 1: Complete your investor profile which includes your age, risk tolerance, current investments, and investment history.
  • Step 2: Start investing! You can fund your account by transferring cash or electronically aggregating existing accounts. You will then be guided through a few short steps to finalize your application and open your GWP account.
  • Step 3: Your Financial Advisor will give you a welcome call to answer any questions you may have and make sure all required documents are on file.
  • Step 4: Aim to achieve your financial goals!

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