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. Meet the BECU Investment Services team.

You're Worth Investing In

Read our Pursue Your Dreams brochure to see how BECU Investment Services can help you build a financial road map that matches your goals today and in the future. Pursue Your Dreams Brochure (PDF)

Advisory Services: Portfolio Strategy, Design and Management

  • 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

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

  • Fixed and Variable Annuities
  • ETF's (Advisory accounts only)

  • IRAs

  • 529 Plans

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

Start with a Plan

Our Financial Advisors will use industry-leading MoneyGuidePro® software to provide you with an extensive, complimentary financial plan based on your wants, wishes, and needs. This software runs trials and helps you feel confident you'll have enough money to fund your future. A financial plan is ever-changing, so you can always adjust to ensure your personal and financial goals are aligned.

*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. 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

Your 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 brokerage or advisory services.

Please read the LPL Financial Relationship Disclosure more detailed information.

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.

LPL Tracking # 525739-01-01