Manage your personal investments with people who know you personally.
Investment portfolio management sounds like a service that you would have to get from a massive, impersonal national bank or a New York investment firm. You don’t. The Investment team at MaxWealth Management – Located at Lake Michigan Credit Union offers smart, prudent portfolio management with the same approach that’s guided us for decades — to do what’s right for our members.
Our independent LPL financial advisors can put together a comprehensive portfolio based on the types of investments you want to make, aggressive or stable, stocks or bonds, mutual funds or money market funds.
We also offer the following LPL investment themes:
- LPL Financial Research
- AlphaSimplex Group
- Cougar Global Investments
- Innealta Capital
- J.P. Morgan Asset Management
- Morningstar Investment Services
- Quantitative Advantage
No one can promise that you’ll earn more returns from your portfolio, but we can work toward helping you earn more confidence in the people managing it.