ROME — AmeriCU Investments has launched Guided Wealth Portfolios (GWP), an online investing platform designed to “simplify” wealth management for those looking to start their investment journey. AmeriCU Investments GWP “combine the convenience of digital investing with the personalized support” from AmeriCU’s virtual financial advisors, providing an opportunity for individuals seeking “accessible, professional” investment options, […]
ROME — AmeriCU Investments has launched Guided Wealth Portfolios (GWP), an online investing platform designed to “simplify” wealth management for those looking to start their investment journey.
AmeriCU Investments GWP “combine the convenience of digital investing with the personalized support” from AmeriCU’s virtual financial advisors, providing an opportunity for individuals seeking “accessible, professional” investment options, per the Jan. 27 announcement.
Guided Wealth Portfolios require a lower minimum initial investment of $5,000, which allows an investor to have a diversified portfolio, “personalized for you and your individual goals,” AmeriCU Investments said.
The lower minimum investment, combined with automated technology, “makes it ideal” for individuals looking to start their wealth-building journey, AmeriCU contends. People can monitor their portfolios at any time, making it “easier than ever to stay engaged” in their financial goals.
About AmeriCU Investments
AmeriCU Investments provides retirement planning and financial-advising services through LPL Financial (LPL), a registered investment advisor and broker-dealer.
Guided Wealth Portfolios (GWP) is an investment-advisory program sponsored by LPL Financial LLC (LPL), an SEC registered investment adviser and member FINRA/SIPC, and subadvised by FutureAdvisor, an SEC registered investment adviser registered with the U.S. Securities and Exchange Commission (SEC).
GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. SEC registration does not constitute an endorsement of the firm by the SEC and does not imply a certain level of skill or training, per the AmeriCU announcement.
