Investment Services

Make your money work

It is time to make your money work for you. We make available experienced financial professionals who know how to help you  invest your money into various investments, such as stocks, bonds, annuities and mutual funds. We also provide access to mutual fund managers who decide the best time to buy and sell providing you the expertise of investment professionals.    

Speak with a Professional

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Mutual Funds

With Mutual Funds, investors pool their money into a managed portfolio of securities. This includes shares of stocks, bonds and other securities to build a diverse portfolio. Mutual Fund managers allocate fund assets and attempt to produce gains/income for the investors.

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Managed Accounts

Managed Accounts are portfolios designed for individuals to match their specific financial needs such as dividend income or tax-free interest income. These accounts are diversified and managed by professionals working to help guide your investment strategies.

Balanced Scale

Stocks & Bonds

A mixture of stocks and bonds can help build a nice investment portfolio. While stocks fluctuate with the market, bonds are often less volatile. Stocks can range from conservative to ultra-aggressive, so speak with a financial professional today to see what mix is right for you.

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.

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

Not Insured by NCUA or Any Other Government AgencyNot Credit Union Guaranteed
Not Credit Union Deposits or ObligationsMay Lose Value

HAPO Community 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 for more detailed information.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LPL Financial Form CRS

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