Portfolio Management

Portfolio Management

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
  • BlackRock
  • 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.

The companies mentioned above are not affiliated with LPL Financial.

Broker Check - LMIS

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

Not Insured by the NCUA or Any Other Government Agency. Not Lake Michigan Credit Union Guaranteed. Not Lake Michigan Credit Union Deposits or Obligations. May Lose Value.

The LPL Financial registered representatives 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.