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Chartway LPL Partnership



Account Management

A way to manage and seek investment growth.

Account Management

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Managed accounts are professionally managed investment portfolios tailored to your individual goals, risk tolerance, and tax situation. They often provide access to investment managers and strategies that are typically available only to institutional-level investors.

These portfolios come in a variety of structures. Some are built for conservative investors, others for more assertive investors, and many fall in between. Certain strategies focus on tax-managed investing, while others emphasize long-term growth with less concern for tax consequences. Portfolios may be designed primarily for income, primarily for growth, or a blend of both.

Holdings can include institutional-class mutual funds, exchange-traded funds (ETFs), and even individual securities. Managed accounts usually charge a quarterly fee to cover ongoing professional management.*

The benefit of managed accounts? You get a highly diversified, professionally managed portfolio--so you can feel more confident knowing experienced investment professionals are overseeing your investments.

*Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. Managed accounts may not be appropriate for every client. The purchase of certain securities will be required to effect some of the strategies. Investing involves risk, including possible loss of principal. Investing involves risk including the loss of principal. 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.

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Broker Check*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. Chartway Federal Credit Union and Chartway Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Chartway Investment Services, and may also be employees of Chartway Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of, Chartway Federal Credit Union or Chartway Investment Services. 
Securities and insurance offered through LPL or its affiliates are: 


Your Credit Union (“Financial Institution”) 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 advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, DC, FL, GA, KY, MD, MI, NC, NV, PA, SC, TX, UT, VA, WV.