Investment Management

Investment Management 

Make a plan to stay financially healthy.

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Chelon J., Renton

Contact BECU Investment Services

If financial security is your goal, the Financial Advisors* from BECU Investment Services can help you create your personal roadmap towards financial independence.

We'll work with you to develop a personalized investment plan that makes your money work for you—providing strategies and products to help work towards growing your assets and income. You'll have access to a sophisticated suite of investment strategies spanning a wide range of asset classes and investment styles.

Investment Management Strategies to Meet Your Specific Needs

Portfolio Strategy & Design

  • Professional advice and implementation of a well-diversified investment plan

Advisory Services and Actively Managed Portfolios

  • Access to professional investment management strategies that draw on a wealth of expertise. Based on your investment profile, including your risk tolerance, time horizon, and investment goals, a model portfolio of mutual funds or ETF's will be selected and actively managed. Fee-based asset management allow you and your Financial Advisor to share a common goal
  • Personalized investment guidance; retain full control over your portfolio while having access to informed opinions of financial experts
  • Create an asset allocation strategy suited to your unique financial situation

Mutual Fund Portfolios

  • Mutual funds can be a valuable tool in your investment plan, striving to help you meet your unique objective while offering many benefits. Includes professional management, analysis and monitoring, diversification and liquidity. Investing in mutual funds involves risk, including possible loss of principal.

Tax Efficient Investing

  • For investors needing an increased focus on tax management of their portfolio
  • Leverage strategies to help defer or minimize the potential impact of federal income tax on investment returns

Investment Products

Selecting the right investment products is crucial to any long-term strategy. We offer access to a range of products aiming to help you accumulate, protect, and transfer your wealth.

  • Mutual Funds
  • Brokered CDs
  • Stocks/Bonds
  • Fixed and Variable Annuities
  • ETF's (Advisory accounts only)
  • IRAs
  • 529 Plans

All of the products listed above have their own unique risks including loss of principal.

Education Planning

Find out about smart options for funding college tuition. Our Financial Advisors can help you understand and start benefiting from various savings vehicles, including 529 Plans, Coverdell Education Savings Accounts and UTMAs.

Access Your Investment Account Anywhere in Account View

  • Secure, convenient, 24-hour online access
  • Easy access to accounts, statement, tax documents and trade confirmations
  • Additional transaction history
  • Access to current market data
  • Enhanced security features

Direct Access to Local Professionals

Read more about our team of knowledgeable and experienced advisors and contact any of us directly to set up your complimentary consultation.

Check the background of investment professionals associated with this site on FINRA'S BrokerCheck.

*Financial Advisors are registered with, and Securities and Advisory Services are offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. BECU and BECU Investment Services is not a registered broker / dealer and has a brokerage affiliate arrangement with LPL Financial. Investments are:

Not NCUA / NCUSIF Insured Not Credit Union Guaranteed Not Obligations of BECU May Lose Value

Branch Office located at BECU, 12770 Gateway Dr., Tukwila, WA 98168. BECU, BECU Investment Services and LPL Financial are separate entities.