Life should be about possibilities. But investing needs to be about results. Investors who take retirement saving seriously and have started to accumulate wealth need more sophisticated and diversified investments — like Credential EnRich Portfolios.

With an accessible minimum investment level and all the features of a managed investment product offered by other major financial institutions, EnRich Portfolios come with an added bonus — credit union values and service. 

Each Credential EnRich Portfolio wraps all the critical aspects of intelligent investing into one investment:

• Nine world class Investment Managers who understand the intricacies of the markets, and how to turn opportunities into profit. Investment Managers are selected for their long-term performance, area of specialization, and consistency of style.
• Strategic and tactical asset allocation so each EnRich Portfolio has just the right balance between risk and return.
• Comprehensive diversification to optimize opportunities for consistent performance over the long term. The EnRich Portfolios are diversified across multiple managers and multiple styles by using varying proportions of each of the Credential EnRich Pools.
• Performance monitoring and regular rebalancing to ensure EnRich Portfolios always stay on course.
• Comprehensive personal reports so investors have a clear picture of how their investment is performing. This includes quarterly client statements outlining personalized rates of return, benchmark comparisons, Portfolio Manager commentaries, and more.