Professional investment services start here
While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.
Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. How can MSGCU Investment Services advisors help you? Here are just a few of the services we can provide.
GUIDED WEALTH PORTFOLIOS
- Self-directed investment options with as little as $5,000
- Create a customized portfolio based on your goals and risk tolerance
Alternative Investments
- Managed Futures
- Private Equity
- REITs
- Non-Traded BDCs
- Concentrated Equity Strategies
- Alternative Strategy Mutual Funds
Strategies For
- Retirement Planning
- Estate Planning
- Charitable Giving
- College Planning
- Alternative Investing
- Tax Managed Investing
Fixed Income
- Municipal Bonds
- Corporate Bonds
- Fixed Annuities
- Government Securities
- Unit Investment Trusts
- CDs
Insurance
- Life Insurance
- Variable Life
- Long-Term Care
Advisory Services
- Money Managers