About Us

SelectOne maintains partnerships with leading investment management firms and product providers.

Portfolio Design Advisors Morningstar Investment Services Phoenix Ibbotson Innealta Capital Loring Ward

These firms allow you to develop a successful investment plan that reflects your personal financial goals and risk tolerance.

SelectOne is an investment program with a variety of models and management strategies.

SelectOne serves a wide range of investment levels, objectives, risk tolerances, and time horizons. Our portfolios leverage expertise and brand recognition of leading third party strategists as well as utilize turnkey multi-manager, multi-product allocation strategies.

Portfolio Design Advisors (PDA), the registered investment advisor of SelectOne, was acquired by Geneos Wealth Management in January 2009. The program was developed to accommodate additional portfolio managers and investment strategies.

Today, SelectOne utilizes its partnerships with leading asset management firms to provide multiple investment strategies, creating an all inclusive strategist platform.

SelectOne is dynamic...
  • We are continually adding new managers and portfolios
  • With many managers on one platform, you will be able to move in and out of portfolios with one simple email

    • ...with SelectOne, you've made The Right Choice.