Investment
strategies
Our goal is to form a true partnership to maximize asset performance.
Model wealth portfolios
Access models from institutional money managers or design your own while outsourcing trading.
min: $10,000
Optimum market portfolios
Access mutual fund wrap portfolios featuring more than 10 industry-leading money managers.
min: $10,000
Guided wealth portfolios
Access portfolios designed by LPL Research to help you invest through a customized digital portal.
min: $5,000
Strategic asset management
Portfolios specifically tailored to your needs that wrap multiple investment types in one account.
min: $25,000
Manager select
Select the portfolio managers who handle trading decisions and rebalancing within each asset class.
min: $50,000
Personal wealth portfolios
Access separately managed accounts, mutual funds, and ETPs – all in a single account that can be customized depending on your risk tolerance.
min: $250,000
Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are nonaffiliated 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.
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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. Raiz Federal Credit Union and Mammoth Rock Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Mammoth Rock Investments, and may also be employees of Raiz Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Raiz Federal Credit Union or Mammoth Rock Investments. 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 representative(s) 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.
* These statements are testimonials by clients of the financial professional as of the dates included with the testimonial. The clients have not been paid or received any other compensation for making these statements. As a result, the clients do not receive any material incentives or benefits for providing the testimonial.