Managed portfolio solutions for today's investor

The way you invest has changed, that’s why we offer a suite of managed portfolios to help you pursue your financial goals. From automated investing to portfolio management with a more personal touch, the professionals at United Stock Brokers Investment Management, LLC will recommend a portfolio based on your financial goals.

Selective Portfolios

A broader range of goal-oriented portfolios made up of mutual funds and ETFs, based on varying investment objectives and risk with ongoing rebalancing and monitoring.

Personalized Portfolios

The highest level of service, featuring tailored advice and portfolio construction that takes your overall financial picture into account.

Essential Portfolios

Automated, low-cost, low-minimum investment solution offering five goal-oriented ETF portfolios.

Find the level of involvement that's right for you

Investing in a managed portfolio means getting the help you need to pursue your financial goals. Just answer a series of questions and USB Investment Management, LLC will recommend a portfolio to fit your needs.

Get solutions that fit your goals, even when they change and grow


Portfolio choices you can grow with


Automated portfolio adjustments and rebalancing


Guidance and products tailored to fit your goals


Stay connected to your portfolio anywhere, anytime


Straightforward, fee-based pricing

From our Financial Consultants who listen to your goals, to United Stock Brokers Investment Management who manages portfolios, to the professionals at Morningstar Investment Management who recommend the funds – you’ve got a team always working to help you pursue what’s important to you.

Let's talk about your goals. Schedule a goal planning session.