ROME, NY – JANUARY 27, 2025: AmeriCU investments is excited to announce the launch of Guided Wealth Portfolios (GWP), an online investing platform designed to simplify wealth management for those looking to start their investment journey. AmeriCU Investments Guided Wealth Portfolios 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.

AmeriCU Investments Guided Wealth Portfolios require a lower minimum initial investment of just $5000, which allows you to have a diversified portfolio, personalized for you and your individual goals. The lower minimum investment, combined with automated technology makes it ideal for individuals looking to start their wealth building journey. Individuals can monitor their portfolios at any time, making it easier than ever to stay engaged in your financial goals.

As AmeriCU Investments expands its investment services, we aim to meet the needs of today’s tech heavy consumers who prioritize convenience and value, while continuing to offer the same personalized guidance from our team of trained financial professionals.

Visit www.americu.org/guided-wealth-portfolio and start your journey towards a stronger financial future!

About AmeriCU Investments

The financial professionals at AmeriCU Investments provide retirement planning and financial advising services through LPL Financial (LPL), a registered investment advisor and broker-dealer. Whether you’re just starting to save and invest or nearing retirement, professional advice from our financial professionals can help you plan and pursue your financial goals. We offer a full range of financial planning services to help you plan, save, invest for retirement, and to leave a financial legacy.

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.

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risk including possible loss of principal.

Fixed and Variable annuities are suitable for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Variable annuities are subject to market risk and may lose value.

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. AmeriCU Credit Union and AmeriCU Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using AmeriCU Investments, and may also be employees of AmeriCU Credit Union.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, AmeriCU Credit Union or AmeriCU Investments.  Securities and insurance offered through LPL or its affiliates are:

AmeriCU 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 for more detailed information.

###