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Portfolio management that is matched to your goals
A managed portfolio will save you time and allow you to stay invested over the long term. USB Investment Management, LLC offers managed portfolios that are goal-oriented and based on the recommendations of professionals at Morningstar Investment Management, LLC.
USB Investment Management offers ongoing monitoring, allocation, and rebalancing for managed portfolios. USB Investment Management will suggest a managed portfolio based on your goals, risk tolerance, and time horizon.
You can choose the level of guidance that is right for you.
We understand that not all investments are the same. We offer Investment Management Services, a collection of portfolios managed by USB Investment Management. These portfolios can help you achieve your financial goals as they change and grow.
Essential Portfolios
- Automated investing with low cost, minimum investment, and access to five goal-oriented ETF Portfolios.
- Includes a digital dashboard that allows you to track and manage your goals and gives you access to a financial consultant.
- Minimum investment of $500 is required (if you are setting up an automatic recurring deposit) and an advisory fee of 0.30%.
Selective Portfolios
- A wider range of goal-oriented portfolios consisting of mutual funds or ETFs. These portfolios are based on different investment objectives and risks and have ongoing rebalancing and monitoring via USB Investment Management.
- Includes a digital dashboard that allows you to track and manage your goals and gives you access to a financial consultant.
- Minimum investment of $25,000 required. The advisory fee varies depending on the portfolio and investment amount.
Personalized Portfolios
- Professionally managed portfolios and goal planning tailored to your financial picture.
- Financial consultants are available to answer your questions and provide guidance.
- USB Investment Management, LLC has a Portfolio Consultant who oversees the portfolio and rebalances it as necessary to keep it on track. Morningstar Investment Management professionals provide portfolio recommendations.
- Provides a complete online dashboard that gives you a single-stop view of all your investments. It includes account aggregation and integrated goal-tracking. Also, performance for both USB- and non-USB accounts.
- Minimum investment of $250,000 required (can be combined with other accounts). There is an advisory fee which varies depending on portfolio and investment amount.
