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.

Investment Management Account

Account benefits for you

  • BrokerCheck: Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.  
  • 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.
  • 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.
  • 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.
  • 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.
  • 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
  • What is a managed investment account?
    Managed investment accounts are investment accounts that are overseen by a financial professional.
  • 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.
  • 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.
  • 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.

1Securities 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. GECU and GECU Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using GECU Investment Services, and may also be employees of GECU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, GECU or GECU Investment Services. 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

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.

LPL Financial Form CRS.



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