Investment Management

Investment Management

Make a plan to stay financially healthy.

Contact Us
kevin m., seattle

Contact Trust Services

Give us a call: 800-233-2328 ext. 5176

The fruits of your labor should be protected by a disciplined tax sensitive approach that reduces your risk against a changing environment. Markets go up. Markets go down. Tax laws change. That's why having an experienced reliable investment manager is important in helping you make the most of the wealth you've worked so hard to build.

Direct Access to Professionals

Our team of Chartered Financial Analysts® will work with you to understand where you are today and where you want to be tomorrow. Our holistic approach means we'll assess your risk tolerance and analyze your entire portfolio, including outside assets. Once the full picture is in focus, we can make investment choices that complement your life and your future goals. Meet the team >>

Big Picture Thinking, Detailed Plans

With an understanding of your individual needs and risk tolerance combined with a disciplined approach to investing, our team can provide a range of services to help you keep and continue to build your retirement wealth, including:

  • Investment Strategies
  • Retirement Planning
  • IRA Rollover Strategies
  • Wealth Preservation
  • Tax Strategy Planning
  • Wealth Transfer

Concierge Services

Focus on what's important to you while we focus on making your life simpler. BECU Trust Services can coordinate bill payment, tax documentation, rental receipts, eldercare services and more.

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BECU Trust Services is a trade name used by Members® Trust Company under license from BECU. Trust services are provided by Members® Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Trust and investment products are not deposits of or guaranteed by the trust company, a credit union or credit union affiliate, are not insured or guaranteed by the NCUA, FDIC or any other governmental agency, and are subject to investment risks, including possible loss of the principal amount invested.