Telhio Wealth Management Services
Telhio Wealth Management Services is a relationship-based service seeking to provide quality advice, effective implementation, and superior service to our individual and corporate clients.
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Meet with an Advisor
Our advisors help clients attain financial confidence and independence by building long-term relationships founded on mutual trust and respect. You can meet with an advisor at any Telhio branch location.
Guided Wealth Portfolios (GWP)
Our Guided Wealth Portfolios combine the benefits of a personal financial advisor with sophisticated, easy-to-use technology. You get a professionally managed investment portfolio at your fingertips.
*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.
**An annual small account fee is applied to accounts with less than $10,000 invested. Additional fees will apply.
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|