Before investing in an Amerivest Portfolio, be sure to carefully consider the underlying funds’ objectives, risks, charges, and expenses. For a prospectus containing this and other important information about each fund, contact an Amerivest Specialist at 888‑310‑7921. Please read the prospectus carefully before investing.
Webcasts are provided for general information purposes only and should not be considered individualized recommendations or advice. All investments involve risks, including loss of principal invested.
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Past performance of a security or strategy does not guarantee future results or success. Returns will vary and shares may be worth more or less than their original cost when sold.
Amerivest Portfolios is an investment advisory service of Amerivest Investment Management, LLC, a registered investment advisor. Brokerage services provided by TD Ameritrade, Inc. TD Ameritrade, Inc. and Amerivest Investment Management, LLC are both wholly owned subsidiaries of TD Ameritrade Holding Corporation. Amerivest is a trademark of TD Ameritrade IP Company, Inc. Amerivest provides nondiscretionary and discretionary advisory services for a fee. Risks applicable to any portfolio are those associated with its underlying securities. For more information, please see the Amerivest Disclosure Brochure (ADV Part 2).
Morningstar Associates, LLC (“Morningstar Associates”) is a registered investment advisor and wholly owned subsidiary of Morningstar, Inc. Morningstar Associates provides consulting services to Amerivest Investment Management, LLC (“Amerivest”) by providing recommendations to Amerivest regarding asset allocation targets and selection of securities appropriate for the Amerivest Portfolios; however, Amerivest retains the discretion to accept, modify, or reject Morningstar Associates’ recommendations. Morningstar Associates selects securities for the Amerivest portfolios from the universe of investments made available through TD Ameritrade. In performing its services, Morningstar Associates may engage the services of its affiliate, Morningstar Investment Services, Inc. (“MIS”), a registered investment advisor and wholly owned subsidiary of Morningstar, Inc. Neither Morningstar Associates nor MIS is acting in the capacity of advisor to Amerivest’s clients. Asset Allocation target allocations are subject to change without notice. Morningstar Associates establishes the allocations using its proprietary asset classifications. If alternative classification methods are used, the allocations may not meet the asset allocation targets. The Morningstar name and logo are registered marks of Morningstar, Inc. Morningstar Associates is not affiliated with Amerivest or TD Ameritrade.
Investments in fixed-income products are subject to liquidity (or market) risk, interest rate risk (bonds ordinarily decline in price when interest rates rise and rise in price when interest rates fall), financial (or credit) risk, inflation (or purchasing power) risk, and special tax liabilities.
Real Estate Investment Trust/Direct Participation Program securities and other such alternative investments are generally illiquid securities; the value may be different than its purchase price. Accurate valuation information may not be readily available. In addition, the value may not be realizable if you seek to liquidate the security.
TD Ameritrade was evaluated against 19 others in the 2014 Barron’s Online Broker Review, March 15, 2014, and was awarded 4.5 stars overall (along with 3 others). The firm was ranked 1st in the categories “Best for Long-Term Investing” and “Best for Novices.” TD Ameritrade was also among those listed in the categories “Best for Frequent Traders” (ranked 4th), “Best for Options Traders” (ranked 2nd), and “Best for In-Person Service” (ranked 5th). Star ratings are out of a possible 5. Barron’s is a trademark of Dow Jones, L.P. All rights reserved.
TD Ameritrade was ranked #1 out of 17 online brokers evaluated in the StockBrokers.com Online Broker Review 2014. TD Ameritrade was rated #1 overall. TD Ameritrade was also rated #1 or Best in Class (within top 5) in several categories, including: “Platforms & Tools,” “Customer Service,” “Education,” “New Investors,” “Research,” “Mobile Trading,” “Options Trading,” and “Active Trading.” Read full article.
IMPORTANT: The projections or other information generated by WealthRuler regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Results may vary with each use and over time.
Investools Inc. and TD Ameritrade, Inc. are separate but affiliated companies and are not responsible for each other’s services or policies. Investools Inc. and TD Ameritrade, Inc. are wholly owned subsidiaries of TD Ameritrade Holding Corporation.
Neither Investools Inc. nor any of its officers, employees, representatives, agents, or independent contractors are, in such capacities, licensed financial advisors, registered investment advisors, or registered broker-dealers. Investools Inc. does not provide investment or financial advice or make investment recommendations, nor is it in the business of transacting trades, nor does it direct client commodity accounts or give commodity trading advice tailored to any particular client’s situation. Nothing contained in this communication constitutes a solicitation, recommendation, promotion, endorsement, or offer by Investools Inc. of any particular security, transaction, or investment.
TD Ameritrade, Inc. and the above-mentioned third parties are separate, unaffiliated companies and are not responsible for each other’s services and policies. The material, views, and opinions expressed in these presentations are solely those of the presenter and may not be reflective of those held by TD Ameritrade, Inc.
TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto‑Dominion Bank. © 2015 TD Ameritrade IP Company, Inc. All rights reserved. Used with permission.