Alert Notification Icon

We are monitoring the wildfires across California, and hope that our members are not affected. If you’ve been impacted by the recent wildfires and need financial assistance or have questions about your home insurance, please contact us at 888.723.7328.

Alert Notification Icon

We are monitoring the wildfires across California, and hope that our members are not affected. If you’ve been impacted by the recent wildfires and need financial assistance or have questions about your home insurance, please contact us at 888.723.7328.

Wealth Management

Discover our investment services

Maybe you know exactly which investment products and services you want. Or maybe you’re just getting started and need an experienced advisor to help guide you. Either way, we’ve got you covered.

Stanford Federal Investment Services is here to help

Browse our services below, then choose a Financial Advisor to help you work towards your financial goals. Or sign up for our Guided Wealth Portfolios to manage your own investments with access to personal advisor assistance.

 

Investment Planning made easy

Your life stage determines the strategies and action steps needed to prepare and create a personalized financial plan. Your trusted Financial Advisor can discuss the various strategies you should consider based on your life stage:

  • Just starting out
  • Saving for college
  • Planning your estate
  • Retirement planning
  • Income planning
  • Managing your wealth

Contact a Financial Advisor

 

Define your strategy & goals

The advisors at Stanford Federal Investment Services provide comprehensive products and services to help you move toward achieving them:

Mutual funds

Stocks, bonds and annuities

401(k) and 403(b) distribution education

Tax management strategies

Life insurance

(whole, variable, term and long-term care)

 

Personalized Guided Wealth Portfolios

Guided Wealth Portfolios is Stanford Federal Investment Services’ online investment tool:

  • Low $5,000 minimum investment*
  • Low-cost, exchange-traded funds (ETFs)
  • Personalized, online dashboard that shows your account performance
  • Access to a personal Financial Advisor (other online tools can require higher investments to get access to an advisor!)
  • Diversified portfolio personalized for you and your individual investment goals
  • Your portfolio is monitored daily, keeping it on track as markets move, and rebalancing as needed

Contact a Financial Advisor

Get started with four easy steps

Advisor Icon

Step 1

Choose your
Financial Advisor

Login Icon

Step 2

Click on the Guided Wealth Portfolios link to set up your login information

Questionnaire Icon

Step 3

Answer a few questions to get a personalized proposal with your investment strategy

Check Mark Icon

Step 4

You can then open an account with the option to transfer an existing investment account or fund your account with cash

*An annual small account fee is applied to accounts with less than $10,000 invested. Additional fees will apply.

IMPORTANT: The projections or other information generated by Guided Wealth Portfolios regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.  

Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are nonaffiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission.

All investing involves risk including loss of principal. No strategy assures success or protects against loss. 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. References to tax strategies that the GWP service investment management considers in managing accounts should not be confused with tax advice. LPL Financial does not provide tax advice. Clients should consult with their personal tax advisors regarding the tax consequences of investing.