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Investment Management Services

Managed portfolio solutions for today's investor

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 OroTrade will recommend a portfolio based on your financial goals.

technology driven plan

Essential Portfolios

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

technology and people driven plan

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.

people driven plan

Personalized Portfolios

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

Compare portfolios

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

Investmoney growing

Portfolio choices you can grow with


Automated portfolio adjustments and rebalancing

Supportteam of people

Guidance and products tailored to fit your goals

Accessdesktop and mobile trading platforms

Stay connected to your portfolio anywhere, anytime


Straightforward, fee-based pricing

A dedicated support team A dedicated support team

From our Financial Consultants who listen to your goals, to OroTrade 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.

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