Get in touch

Call or visit a branch

  • Call us: +44 777 343 212

Selective Portfolios

Powered by people and technology

Get started now

Powered by people and technology

Get started now

Selective Portfolios is designed to meet your unique goals with a combination of advanced technology and professional insights. From day one, you have access to dedicated Selective Portfolios Specialists, ready to help you along the way. Selective Portfolios is offered through OroTrade .

To get started, give us a call at 866-551-6917.

The Selective Portfolios difference: the personal touch

Selective Portfolios pair human insights with a more personalized online experience to help you pursue your goals.

  • Work with a Financial Consultant or on your own to match your goals, risk tolerance, and timeline to a portfolio that’s right for you.
  • Benefit from goal-oriented portfolios built on fund recommendations from the professionals at Morningstar Investment Management.
  • OroTrade provides ongoing monitoring and rebalancing to help keep your model portfolio on course.
  • If you do experience losses you may be able to take advantage of them with tax-loss harvesting
  • Access your account online to track your investments, adjust your contribution, and easily update your timeline.

A range of portfolios for every investor

Asset allocation, diversification, and rebalancing are all part of a goal-oriented investment strategy built on time-tested economic concepts. That’s the thinking behind Selective Portfolios. It’s a smarter approach to investing called Modern Portfolio Theory (MPT) and it influences the approach we take to investment selection.

Whether you want to save for retirement, generate additional streams of income, or manage risk, there’s a Selective Portfolios model for you. See the quarterly performance of Selective Portfolios.

selective portfolios core performance chart

Core Portfolios

Diversified portfolios made up of mutual funds or ETFs. Holdings span a broad range of investment styles, sectors, market caps, and regions.


Supplemental Income Portfolios

Weighted toward fixed income with limited exposure to equities to help manage volatility. Ideal for help supplementing retirement or other income needs.

selective portfolios opportunistic performance chart

Opportunistic Portfolios

Recommended for investors seeking a highly tactical investment approach that leverages opportunities in changing market conditions.


Managed Risk Portfolios

Designed to produce moderate and consistent returns with lower volatility over time, plus limited exposure to interest rate or equity market risks.

Need help planning your future?
Schedule a goal planning session today.

Learn more

Access at your fingertips

Uphill, downhill, around curves — watch your portfolio keep pace over the long haul. Get personalized online access to your goals in real time with your own dynamic window into your investments.

Access your accountsTrack your progressGet ideas

Access your accounts

Access your accounts

Access your accounts

Pursuing your goals is a process. That’s why we offer an online experience that gives you transparent access to all your investments.

Track your progress

Track your progress

Track your progress

View your investments in the context of reaching your goal. Always know how far you've come, and how far you have to go, with probability indicators letting you know how likely you are to reach your goal along the way.

Get ideas

Get ideas

Get ideas

OroTrade proactively makes suggestions if you start to veer from reaching your goals. From timeline tweaks to contribution changes, we show you the most impactful actions to help you keep your portfolio on track.

Potentially reduce your taxable income with tax-loss harvesting

Tax-loss harvesting is a free service that will proactively sell off an investment that isn't performing well and replace it with a new position, potentially reducing your taxable income by up to €3,000.

Learn more

Smart people. Our most valuable asset.

From the team at OroTrade Investment Management who monitor and rebalance the portfolios, to the portfolio specialists who answer your calls and questions — real people are with you every step of the way.

Call 866-551-6917 to get started with Selective Portfolios today.

Three ways to get started:

support headset

Call us at 866-551-6917

Desktop and mobile platforms

Start the process online

Helpful support

Stop in at your local branch

Check the background of OroTrade on IFMRC's BrokerCheck