Managed portfolios matched to your goals

A managed portfolio can save you time and help you stay invested for the long term. Managed portfolios offered by USB Investment Management, LLC, are goal oriented portfolios built on recommendations from the professionals at Morningstar Investment Management, LLC. USB Investment Management provides ongoing monitoring, allocation and rebalancing of the managed portfolios. Answer a few questions about your goal, risk tolerance, and time horizon and USB Investment Management will recommend a managed portfolio based on your answers.

Choose the level of guidance that's right for you

We know that investments are not one size fits all. That’s why we offer Investment Management Services – a suite of managed portfolios from USB Investment Management. These portfolios are designed to help you pursue your financial goals as they grow and change.

 

Essential Portfolios

  • Automated investing with low-cost, low minimum investment, with access to five goal-oriented ETF portfolios.
  • Features a digital dashboard with goal managing and tracking capabilities and access to a Financial Consultant.
  • Requires a minimum investment of $500* (when you set up automatic recurring deposits) and an advisory fee of 0.30%.

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 by USB Investment Management.
  • Features a digital dashboard with goal managing and tracking capabilities and access to a Financial Consultant.
  • Requires a minimum investment of $25,000 with an advisory fee that varies by portfolio and investment amount.

Personalized Portfolios

  • Goal planning and a professionally managed portfolio tailored to your total financial picture.
  • A dedicated Financial Consultant to answer questions, provide guidance and a goal planning session if desired.
  • A Portfolio Consultant from USB Investment Management, LLC oversees and rebalances the portfolio as needed to stay on track. Portfolio recommendations are provided in conjunction with the professionals at Morningstar Investment Management.
  • Features a comprehensive online dashboard that provides a one-stop view of all investments; including account aggregation, integrated goal-tracking, and performance for both USB and non-USB accounts.
  • Requires a minimum investment of $250,000 (can be combined from different accounts) with an advisory fee that varies by portfolio and investment amount.