Portfolio Management
Portfolios built for the long run.
Diversified portfolios managed to your risk profile and objectives.
Overview
About Portfolio Management
OBS Portfolio Management combines a risk profile, an investment policy, and ongoing rebalancing. Portfolios are designed around your goals and reviewed on a quarterly basis.
Fees
Fee schedule
- Management fee
- 0.35% to 0.75%
Illustrative example
Values shown are illustrative examples for this preview and do not constitute an offer, approval, or contractual quotation. Actual rates and fees depend on your profile, region, and eligibility.
How it works
Getting started
- 1
Open your OBS profile
Verify your identity and set up your account in a few minutes.
- 2
Add Portfolio Management
Enable portfolio management from your dashboard in one step.
- 3
Manage in one place
Everything lives inside your OBS profile, connected and searchable.
FAQs
Frequently asked
Still have a question? Message an OBS specialist from Secure Messaging any time.
Educational resources
Learn more before you decide
- Investing
Learn the vocabulary and long term principles of investing.
- Retirement
Plan for income and expenses across the years after paid work.
Security
How OBS protects this experience
- Privacy Controls
Control how OBS uses and shares your account information.
Ready to begin
Speak with an Advisor
Open your OBS profile and add Portfolio Management in minutes.