• Guided Wealth Portfolios (GWP)

    A Special Offer Specifically for You

    Set up a regular investment account or an IRA, and place it on cruise control

  • Guided Wealth Portfolios is a 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 who offers concierge service when you need guidance. GWP is a convenient way to set aside money for special members of your family or for important life-events in the future.**

    How It Works

    1. Invest Easily – Decide what your financial goal is along with the risk level and timing that works for you. Then GWP invests and manages your money for you.
    2. Portfolio Management – GWP will monitor and adjust your investments as needed, automatically.
    3. Need guidance along the way? – Your Financial Advisor, Nora Yeh, can help:
      EMAIL: nyeh@techcu.com or CALL: (408) 487-7502
    Play Video 

    Powering Your Future Video


    More About GWP

    Low-cost automated digital investing solution with coaching means you have the freedom to make your own decisions backed by professional advice when you need it.

    • Low starting minimum of $5,000*
    • 0.50% annual maintenance fee
    • Automated investing technology with 24/7 online access
    • Daily monitoring and automatic rebalancing and potential tax savings
    • Easy online setup in about 15 minutes
     

    Answer a few questions about your goals and receive a personalized proposal. Then, make your appointment with Nora Yeh.

    Tech CU's privacy and security policies do not apply to the site you are about to visit. You should review the other site's privacy and security policies

    Tech CU is not responsible for, and does not provide, the products, services and content on the third party site.

    Check the background of our Financial Advisor on FINRA's BrokerCheck site.
    BrokerCheck logoOpens a new window

    * $5,000 total minimum investment across all accounts enrolled in the service with a low quarterly fee for balances below $10,000. Additional fees will apply.

    **Must be 18 years or older to open a GWP account.

    ^While supplies last. Members who participated in previous GWP promotions in 2021 are not eligible for this offer.

    Maximum of $100 per person.

Give us a call

Give Us a Call

We look forward to chatting with you.

(800) 553-0880

For new loan related inquiries, call

(877) 988-0471

View Our Contact Info
Visit Us In Person

Visit Us in Person

We’re here to serve your needs in person at our San Jose Headquarters. Visit us at 2010 N. First Street, San Jose, CA 95131.
Get Directions
More Information

Want More Info?

Interested in learning more about all we have to offer? Receive personal finance tips along with emails focused on key topics. You can even sign up for our monthly newsletter.
Request More Information