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An investment account with steady interest with protected growth

We strive to help our members achieve financial goals while prioritizing peace of mind. Our financial advisors are excited to introduce an investment option for members that can safeguard their principal while seeking higher returns.
three people looking at paperwork and computer
We strive to help our members achieve financial goals while prioritizing peace of mind. Our financial advisors are excited to introduce an investment option for members that can safeguard their principal while seeking higher returns.
 
This “protected” investment portfolio is composed of funds that:
  • Provide exposure to the S&P 500 with 100% downside protection against market losses*. This can help safeguard your investments from market volatility.
  • Invest in U.S. Treasury bills, known for their safety & reliability, and attractive yields.
  • Provide a balance of protection & potential growth.
  • Allow for access to your funds at any time - no term requirements or withdrawal penalties.
If you would like to learn more about this and other investment options please reach out to our team of financial advisors. There is no commitment required to have a conversation and no account minimum to get started.
 
 
 
Wealth management products and services are offered independently through Credit Union Wealth Group, an SEC registered investment advisor. Credit Union Wealth Group and WyHy Federal Credit Union are not affiliated. Products and services made available through Credit Union Wealth Group are not insured by NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union, credit union service organization, or credit union affiliate. These products are subject to investment risk, including the possible loss of the principal amount invested.

*The funds seek 100% downside protection, before fees and expenses. There is no guarantee the funds will achieve their investment objectives. The Funds have characteristics unlike many other traditional investment products and may not be suitable for all investors. For more information regarding whether an investment in the Funds is right for you, please see "Investor Suitability" in the prospectus.