The best way to begin investing? Start.
You can start today.
Or call 314-264-5350
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PLANNING & INVESTING
Here’s how we can help.
Amanda Barcliff, CFP®
CERTIFIED FINANCIAL PLANNER™
Senior Financial Consultant
Dylan Roth
LPL Registered Representative
We talk on your terms.
Amanda and Dylan, our Professional LPL Registered Representatives, will meet with you in person or over the phone. It’s up to you – whatever works for your schedule and comfort level. Our goal is to make your financial life better (and easier).
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
We look at your total financial picture.
Where do you stand today – and where do you want to go in the future? Not sure? Don’t worry. We can help you answer that and these questions:
- When can I retire?
- Can I pay for my kids’ education?
- What happens to my family if my income stops?
or call 314-264-5350
Guided Wealth Portfolio
Manage your wealth with an investment portfolio matched to your goals.
Start investing for your future today with our new online platform that combines the benefits of a personal financial advisor with sophisticated technology. Through our Guided Wealth Portfolios (GWP) investment platform, you get the Alltru Investment Services experience and expertise with the added convenience and transparency of a 24/7 digital investing solution.
While other digital investing solutions, or robo advisors, offer online investment management, most don’t include a direct personal relationship with a dedicated financial advisor. With GWP, Alltru Investment Services will be your personal advisor, dedicated to you and your goals, helping to guide you through the investment process.
With GWP you’ll enjoy these great benefits:
- Personalized Goals – 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.
- Convenience – 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.
- Accessibility – You don’t have to be wealthy to get started. Portfolios can be opened with as little as $5,000.
*As reported by Financial Planning magazine, June 1996-2023, based on total revenue.
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. Alltru Credit Union and Alltru Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Alltru Investment Services, and may also be employees of Alltru Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Alltru Credit Union or Alltru 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 Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CO, FL, IL, MO, MT, OK, SC.
Alltru 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.
Guided Wealth Portfolio: An annual small account fee is applied to accounts with less than $10,000 invested. Additional fees will apply.
IMPORTANT: The projections or other information generated by Guided Wealth Portfolios regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.
Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are nonaffiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission. 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. References to tax strategies that the GWP service investment management considers in managing accounts should not be confused with tax advice. LPL Financial does not provide tax advice. Clients should consult with their personal tax advisors regarding the tax consequences of investing.
