Planning your investment Strategy

Open New Account

Education

Get in touch

Call or visit a branch

Call us: +13478348283

20+ Branches Nationwide

It can be intimidating to jump into investing. With our easy-to-use tools and objective third-party research, we can help you plan your investments. We also have access to expert specialists who can assist you.

Understanding the basics

You have many options for creating a customized investment strategy to help you achieve your goals. It is important to start by asking yourself the following questions:

  • Investing for what?
  • How involved will you be in the management of assets?
  • What level of risk am I willing to take?
  • When do you plan to use the funds?

These simple questions will allow you to narrow down your options and choose the best suits you.

Selecting a type of account

The answer to the question “What am I investing in?” will determine which account type you choose. Are you looking for a return on your investment, planning for retirement, or college? You can narrow your search by browsing our:

  • Standard Accounts:Flexible accounts can be used for many types of trading and investing.
  • Retirement Accounts are designed to help you plan for retirement.
  • Education accounts are designed to help you save for higher education.
  • Specialty accounts for wealth management and small business retirement.

Selecting investment products

You can combine various investment products depending on your goals and your account type. It will help you achieve your goals, diversify and reduce risk, and allow you to reach your financial goals. Explore our website to learn more about the products we offer.

  • Stocks
  • Bonds and CDs
  • Mutual Funds
  • ETFs
  • Option
  • Futures
  • Forex

Contact one of our specialists if you have any questions about our investment products or if you are unsure if a product are right for you.

Focus on your goals

After you have set your goals and chosen the account type and investment products that suit you best, it is time to start developing and implementing a strategy.

We offer a range of third-party research tools to help you discover and explore potential investment ideas. Our intuitive trading platforms allow you to take action when you feel the right fit.

Maintaining your strategy

Your strategy should be reviewed and adjusted regularly. Market conditions, investment performance, and other factors can change the products and percentages in your portfolio.

You can use our tools and calculators, educational resources, research capabilities, and tools & calculators to help you track and analyze market conditions, company performance, and other factors.

You can also reach out to our experts for assistance. You’ll get more assistance using a managed portfolio service from United Stock Brokers Investment Management.