Guided Wealth Portfolios
Easy Online Investing with a Financial Advisor
Invest for your future with a digital investment platform that combines the benefits of a personal financial advisor with sophisticated technology. With Telhio Guided Wealth Portfolios (GWP), you get a professionally managed investment portfolio at your fingertips!
Advisors Dedicated to Your Financial Goals
What sets GWP apart from the rest? While other digital investing solutions offer online investment management, many do not include a direct personal relationship with a financial advisor, unless you invest substantial amounts. With GWP, no matter how large or small your investment amount, you get a personal advisor dedicated to you and your goals! Additionally, our GWP platform gives you our experience and expertise with the added convenience of a 24/7 digital investing solution.
Getting started is easy:
- Visit our GWP website to view a proposal. It only takes an email address to get started today.
- Answer a few questions about your investment goals and preferences.
- Receive your customized proposal and complete the process to start investing!
* Accounts under $10,000 have a $20 annual fee.
** Asset and portfolio data through 9/30/18 for assets for which LPL Research has discretion. 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 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 of FINRA/SIPC. There is no assurance that Guided Wealth Portfolios are suitable for all investors or will yield positive outcomes. The purchase of certain securities will be required to effect some of the strategies. Investing involves risks including possible loss of principal. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a nondiversified portfolio. Diversification and asset allocation do 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. Rebalancing a portfolio may cause investors to incur tax liabilities and does not assure a profit or protect against a loss. A registered investment advisor. Member FINRA/SIPC
* 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. Telhio Credit Union and Telhio Wealth Management Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Telhio Wealth Management Services, and may also be employees of Telhio Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Telhio Credit Union or Telhio Wealth Management 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 |
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