TD Ameritrade

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Managed portfolios
matched to
your goals
Managed porfolios
matched to
your goals

The way that you invest has changed; that's why we offer Investment Management Services - a suite of managed portfolios to help you pursue your financial needs as they grow and change. From automated investing to more customized portfolio management, everything is designed to help you manage your money and be as involved as you want to be.

Compare portfolios

Investment Management Services

Find the level of involvement that's right for you

Investing in a managed portfolio means getting the help you need to pursue your financial goals. Just answer a series of questions and TD Ameritrade Investment Management, LLC will recommend a portfolio to fit your needs.

Get solutions that fit your goals, even when they change and grow

Invest

Portfolio choices you can grow with

Monitor

Automated portfolio adjustments and rebalancing

Support

Guidance and products tailored to fit your goals

Access

Stay connected to your portfolio anywhere, anytime

Cost

Straightforward, fee-based pricing

Let's talk about your goals.
Schedule a goal planning session.

Get started

Choose the level of guidance
that's right for you

Essential PortfoliosOffered through TD Ameritrade Investment Management, LLCSelective PortfoliosOffered through TD Ameritrade Investment Management, LLC
What is it?
Essential PortfoliosOffered through TD Ameritrade Investment Management, LLC

Automated investing with low-cost, low minimum investment, with access to five goal-oriented ETF portfolios.

Selective PortfoliosOffered through TD Ameritrade Investment Management, LLC

A broader range of goal-oriented portfolios made up of mutual funds and ETFs, based on varying investment objectives and risk with ongoing rebalancing and monitoring.

Who is this best for?
Essential PortfoliosOffered through TD Ameritrade Investment Management, LLC

Digital-savvy, long-term focused investors looking for a simple way to get low-cost, diversified portfolio recommendations. Our Financial Consultants can help you get started.

Selective PortfoliosOffered through TD Ameritrade Investment Management, LLC

Digital-savvy and long-term focused investors, looking for more sophisticated strategies and portfolio recommendations. Our Financial Consultants can help you choose which portfolio is right for you.

Managing and tracking
Essential PortfoliosOffered through TD Ameritrade Investment Management, LLC

Digital dashboard with advanced managing and tracking features and access to a Financial Consultant

Selective PortfoliosOffered through TD Ameritrade Investment Management, LLC

Digital dashboard with advanced managing and tracking features and access to a Financial Consultant

Minimum investment
Essential PortfoliosOffered through TD Ameritrade Investment Management, LLC

$5,000

Selective PortfoliosOffered through TD Ameritrade Investment Management, LLC

$25,000

Advisory fees
Essential PortfoliosOffered through TD Ameritrade Investment Management, LLC

0.30%

Selective PortfoliosOffered through TD Ameritrade Investment Management, LLC

0.75%-1.25% for the first $100,000 (varies by portfolio and investment amount)

A team that's
dedicated to
your goals
A team that's
dedicated to
your goals

From our Financial Consultants who listen to your goals, to TD Ameritrade Investment Management who manages portfolios, to the unbiased professionals at Morningstar Investment Management who recommend the funds - you've got a team of people always working to help you pursue what's important to you.

Build an approach that's designed
to help you succeed

We want to help you set financial goals that fit your life—and pursue them. We'll take
the time to listen and understand what matters to you before you invest. Let's talk.
Call 800-870-9668 to get started.

Check the background of TD Ameritrade on FINRA's BrokerCheck