Work Towards Your Goals


When considering your overall investment plan, we start by defining your long and short-term goals.  Whatever your goals, we seek investments that help you work toward them. As each investor is different, no one portfolio works for everyone.

The most appropriate strategies for you may also depend on your personal investment profile:

  • your comfort with risk,
  • your investment experience,
  • your time-frame,
  • the amount of your investment,
  • your ultimate objectives

As each investor is different, no one portfolio works for everyone. Investment Products can include:

  • Stocks
  • Bonds
  • Mutual Funds
  • IRA
  • 401(k)
  • Life Insurance
  • Annuities
  • Child and College Savings Plans
  • Alternative Investments

Dealing with market volatility and economic changes throughout the world can be overwhelming.  Our disciplined approach of diversified investing and regular ongoing reviews can help you maximize return potential.  In addition, this can help you avoid making emotionally based decisions that often cause unnecessary losses.  Speak to one of our Advisors today so you can get started on your own personalized investment plan.

Not NCUA Insured

No Credit Union Guarantee

May Lose Value

Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured deposits and are not NCUA insured. These products are not obligations of the East Idaho Credit Union and are not endorsed, recommended or guaranteed by East Idaho Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. East Idaho Credit Union and East Idaho Investment Services are not registered broker/dealers and are not affiliated with LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, ID, MT, NM, NV, TN, TX, UT, WA, WI, WY.