Digital investing solutions with a personal touch
Guided Wealth Portfolios
Open investment accounts online or with an advisor
Now you have the freedom to invest your way—anytime, anywhere—with our guided wealth portfolio service. It combines the convenience of online investing with the guidance of a wealth advisor.
Intuitive, intelligent technology—Our online platform is designed with the end user in mind. View your portfolio accounts, open new accounts and make updates, anytime you want.
Professional guidance—Unlike many digital investing solutions, our guided wealth portfolios are fully supported by a team of personal financial advisors. If you have a question or need help, we’re a quick call away.
Personalized roadmap—You’ll receive an investment allocation and roadmap based on your goals, time horizon and risk preferences. Your portfolio is monitored daily and rebalanced as needed.
Cost-effective wealth management—You don’t need to be wealthy to get started. Open your portfolio with as little as $5,000. Plus, enjoy low management costs, tax-efficient investing and tax-loss harvesting.
Frequently asked questions
What is a guided wealth portfolio?
A guided wealth portfolio is an online platform that combines the benefits of a personal financial advisor with the convenience of automated investing technology.
How much money do I need to get started?
The minimum initial investment is $5,000.
Who do I contact with questions?
To speak with a wealth advisor, call toll-free 1-800-540-7670.
Sign up for a guided wealth portfolio and start investing today!
Get startedFor a list of investment products and services offered by Mountain America Investment Services, and their definitions, click here.
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. 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. Securities offered by LPL. FutureAdvisor and LPL are non-affiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC.
All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. References to tax strategies that the GWP service investment management considers in managing accounts should not be confused with tax advice. LPL Financial does not provide tax advice. Clients should consult with their personal tax advisors regarding the tax consequences of investing.
401(k) Distribution Options
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| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed |
| Not Credit Union Deposits or Obligations | May Lose Value |
This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financial U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
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 advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.
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