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.

Broker Check - LMIS

Securities and Advisory Services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.

  • Not NCUA Insured
  • No Credit Union Guarantee
  • May Lose Value

Lake Michigan Credit Union and MaxWealth Management – Located at Lake Michigan Credit Union are not registered broker/dealers and are not affiliated with LPL Financial. The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: Colorado, Florida, Ohio, Iowa, Pennsylvania, Kansas, California, Indiana, Michigan