Invest with our experienced team of financial advisors.

Investing with Guided Wealth Portfolios (GWP)

Invest in your future with our new online platform that combines the benefits of a personal financial advisor with sophisticated technology.

Low minimum investment of $5,000*
Automated investing technology with 24/7 online access
Daily monitoring with automatic rebalancing and potential tax savings
Easy online setup in about 15 minutes
Personalized financial advice from a dedicated Logix Financial Consultant

BrokerCheck

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Why Choose Guided Wealth Portfolios (GWP)?

Personalized Investment Plan Made Just For You

Fill out our brief online questionnaire to receive your personalized portfolio recommendation. The portfolio recommendation is free and available to you for 45 days. Should you choose to invest with GWP, your investment strategy will automatically adapt as your goals and needs change.

Intelligent Technology

Our algorithm-enhanced program uses comprehensive investment techniques to generate dynamic advice based on your risk tolerance, time horizon, and goals. Manage investments anytime, anywhere with GWP's easy-to-use, online account portal or speak to a financial consultant with our team.

Affordable Investing

A minimum investment of $5,000 is all it takes to get you started.

What is a Guided Wealth Portfolio?

GWP is our digital investing solution that allows you to invest online with a low starting minimum and low-cost, exchange-traded funds (ETFs) while working with a personal financial advisor. Whereas other, similar solutions, called “robo advisors,” often require a large investment amount before granting access to a dedicated financial advisor, our solution allows you to start with only $5,000.*

With Guided Wealth Portfolios, you get a diversified portfolio personalized for you and your individual investment goals. Guided Wealth Portfolios is an innovative way to invest for your future, whether you want to invest for retirement or a major purchase like a new home—or simply want to get your money in the markets so it’s not sitting idle. You’ll also get to build a relationship with a financial advisor and engage with a personalized, online dashboard that shows you how your account is doing along the way.

To see if Guided Wealth Portfolios could be the right investing solution for you, click on the link below, where you can answer a few brief questions about your goals and receive a personalized proposal.

Learn More at GWP

*An annual small account fee is applied to accounts with less than $10,000 invested. Additional fees will apply.

IMPORTANT: The projections or other information generated by Guided Wealth Portfolios regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.

Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are nonaffiliated 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.

All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

References to tax strategies that the GWP service investment management considers in managing accounts should not be confused with tax advice. LPL Financial does not provide tax advice. Clients should consult with their personal tax advisors regarding the tax consequences of investing.

Certain links on this page refer to Logix or Logix Federal Credit Union products and services. These include Vehicle Loans, Home Loans and Live Chat, which are not offered by LPL Financial.

IMPORTANT: Brokerage Disclosures:

The financial consultants of Logix Financial Services are registered representatives with, and 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. Logix Federal Credit Union (LFCU) and Logix Financial Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Logix Financial Services, and may also be employees of LFCU. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of LFCU or Logix Financial Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency

Not Credit Union Guaranteed

Not Credit Union Deposits or Obligations

May Lose Value

Logix Federal Credit Union 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 brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following state: CA.