Skip To Content

Managed Money and Mutual Funds

Benefits of Mutual Fund Investing

  • Diversification/Risk Reduction - Because mutual funds invests in many different securities, the impact of any single security is lessened.
  • Professional Money Management - Our Financial Advisors have access to a wide array of mutual funds from the leading investment managers around the world. Your Financial Advisor will recommend funds designed to meet your goals at a level of risk you are willing to assume.

Managed Money Solutions

  • Mutual funds can also be used inside managed accounts where funds are re-balanced to target allocations and adjusted periodically in response to changes in performance or to take advantage of market opportunities.
  • By actively managing your portfolio using this disciplined process, your Financial Advisor will work to ensure that you stay on track to meet your goals.

Global Credit Union Bank's First Choice Portfolios

  • Our First Choice Portfolios consist of diversified portfolios covering a spectrum of investment objectives to help accomplish your investment goals.
  • The First Choice Portfolios incorporate an asset allocation strategy, which harvests the long-term benefits of diversification by providing broad exposure to domestic equities, domestic bonds, international investments and cash.
  • By diversifying across these differing asset classes the First Choice Portfolios help reduce risk and improve your potential return.

Broker Check by FINRA

Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC.

Infinex and Global Credit Union Bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.

NOT Guaranteed by the Bank. NOT FDIC Insured. NOT a Deposit. Not Insured by any Federal Government Agency. May Lose Value including Loss of Principal.

 

Your Financial Journey Matters

As a community bank, we want to provide you with resources and solutions to continue on your financial journey. Just enter your email address below and we'll be sure to keep you updated on tools to improve your life. 

We send monthly emails to give our customers updates on rates, banking news and tips. We never sell or share your personal information and promise not to spam you.