Intelligent Investing. Made Easy.
In partnership with CUNA Brokerage Services, MECU Investment Advisors offers outstanding opportunities to select or create your own portfolio of stocks, exchange-traded funds (ETFs) and mutual funds.
Take advantage of a full-service brokerage offering that lets you manage your investment portfolio with just a few simple mouse clicks. Choose from:
Ready-To-Go Folios — over 100 specially designed investment portfolios built around a particular investing strategy
Build-Your-Own Folios — intended for more experienced investors; control what you own by selecting your own portfolios, each with a mix of up to 100 individual stocks, mutual funds and ETFs
Customizable Folios — allocate your dollars equally across all of the holdings in your investment portfolio, use market cap weightings, or customize each security weighting — all with one click
Along with a very competitive fee structure, you can buy, sell, or customize in a single transaction – and make real-time, online trades for just $3 to $10 per trade. By investing with folio investments, you’ll enjoy:
Fast access — invest or review your account online, by telephone, or with a representative
Broad investment choices — select from stocks, mutual funds, options and more
Personalization — create your own watch list and get customized news and securities information
Research tools — access market information to help narrow down 6,000 mutual funds by defining your criteria
A full range of investment products. Valuable information tools. Exceptional flexibility. At MECU Investment Advisors, you’ll find everything you need to achieve your investing objectives.