Asset Management

Asset Management Designed for You

At DATCU Wealth Management, we create diversified investment portfolios that aim to reduce risk, enhance returns, and provide a reliable income stream. Your financial plan, objectives, and risk tolerance guide your asset allocation and investment strategy. As your goals evolve, we adjust your portfolio to keep it aligned with your life.

Why Our Approach Works

  • Diversified Portfolios: Mix of asset classes designed with the goal to balance growth and stability.
  • Goal-Oriented Strategies: Investments aligned with your retirement and long-term objectives.
  • Transparent Management: We typically charge a flat percent fee on invested assets and provide investment reporting beyond statements.
  • Dynamic Adjustments: Your plan evolves with your life and changing needs.
  • Expanded Opportunities: Access to alternative investments for additional diversification.

Your Portfolio, Your Future

Every portfolio is personalized to your unique situation, aiming to help you grow and protect your wealth with confidence. Our research-backed, disciplined approach can help support a steady, focused strategy, even in uncertain markets.
 

How we work with you

Our two service options are designed to save you money.

At DATCU Wealth Management , we like to keep things simple. We want to provide value that makes sense and fit your specific needs. For most clients, it equates to a small fraction of their overall assets. Below are the two options:

The Guide to Wealth Program

  • A full financial plan helped to guide us on your financial journey
  • Annual meetings to keep you on track and your plan
  • On going financial planning

SmartStep Program

  • CD Alternatives, Investment Analysis and More
  • Flexible Financial Guidance
  • Tailored Solutions for Every Need


 


Start planning your best life today.

Your dream life is waiting. At Lifeworks, we make it simple to begin your journey to financial freedom. Follow these three easy steps to get started.

Book a meeting.

Our online scheduling makes it a breeze to find the best time for you.

Meet your advisor.

Get to know your advisor, who will be with you throughout your journey.

Build your plan.

We’ll help you build a tailored roadmap so you can work toward your goals.

 

Book a meeting