Folio Investing

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.

    Go To My Folio

    Need more information? Call toll-free at 877-270-6392, x85124.

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