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.
Selective Portfolios pair human insights with a more personalized online experience to help you pursue your goals.
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.
Diversified portfolios made up of mutual funds or ETFs. Holdings span a broad range of investment styles, sectors, market caps, and regions.
Weighted toward fixed income with limited exposure to equities to help manage volatility. Ideal for help supplementing retirement or other income needs.
Recommended for investors seeking a highly tactical investment approach that leverages opportunities in changing market conditions.
Designed to produce moderate and consistent returns with lower volatility over time, plus limited exposure to interest rate or equity market risks.
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 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
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.
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.
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.
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.