Investment Management

Investment Services

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Contact BECU Investment Services

BECU Investment Services

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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 Address 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 experience. 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 from LPL Financial Advisors; retain full control over your portfolio while having access to informed opinions of financial professionals.

  • 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, 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

LPL Research Resources

Useful economic and stock market information from the investment professionals at LPL Research

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.

  • Automated Investing

  • 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

*Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products offered through LPL Financial or its licensed affiliates. BECU and BECU Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using BECU Investment Services, and may also be employees of BECU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, BECU or BECU 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 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.