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Investment Management Services

Managed portfolio solutions for today's investor

Managed portfolio solutions for today's investor

The way you invest has changed, that's why we offer a suite of managed portfolios to help you pursue your financial goals. From automated investing to portfolio management with a more personal touch, the professionals at TD Ameritrade Investment Management, LLC will recommend a portfolio based on your financial goals.

technology driven plan

Essential Portfolios

Automated, low-cost, low-minimum investment solution offering five goal-oriented ETF portfolios.
technology and people driven plan

Selective Portfolios

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.
people driven plan

Personalized Portfolios

The highest level of service, featuring tailored advice and portfolio construction that takes your overall financial picture into account.
Compare portfolios

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

Investmoney growing

Portfolio choices you can grow with

Monitorclock

Automated portfolio adjustments and rebalancing

Supportteam of people

Guidance and products tailored to fit your goals

Accessdesktop and mobile trading platforms

Stay connected to your portfolio anywhere, anytime

Costmoney

Straightforward, fee-based pricing

Choose the level of guidance
that's right for you

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

Automated, low-cost, low-minimum investment solution offering 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.
Personalized PortfoliosOffered through TD Ameritrade Investment Management, LLC

The highest level of service, featuring tailored advice and portfolio construction that takes your overall financial picture into account.
Who is this best for?
Essential PortfoliosOffered through TD Ameritrade Investment Management, LLC

Digital-savvy, long-term focused investors looking for a simple, low-cost, portfolio solution.
Selective PortfoliosOffered through TD Ameritrade Investment Management, LLC

Digital-savvy and long-term investors looking for more sophisticated strategies and portfolio recommendations. A Financial Consultant can help you determine your financial goals.
Personalized PortfoliosOffered through TD Ameritrade Investment Management, LLC

Designed for long-term focused investors looking for more customized portfolio management and advice. Includes a one-to-one relationship with a dedicated Financial Consultant.
Managing and tracking
Essential PortfoliosOffered through TD Ameritrade Investment Management, LLC

Ongoing portfolio monitoring and automatic rebalancing. The online dashboard let you view account performance and see how you're tracking toward your goal.
Selective PortfoliosOffered through TD Ameritrade Investment Management, LLC

Dedicated support team that provides regular reporting on how you're tracking toward your goal. Or you can access the online dashboard any time to view account performance and goal tracking.

Personalized PortfoliosOffered through TD Ameritrade Investment Management, LLC

One-on-one relationship with a Senior Financial Consultant and a Portfolio Consultant. A comprehensive digital dashboard provides a one-stop view of all investments, including account aggregation, integrated goal-tracking, and performance for both TD Ameritrade and non-TD Ameritrade accounts.
Minimum investment
Essential PortfoliosOffered through TD Ameritrade Investment Management, LLC

$500 (when you set up automatic recurring deposits)*

Selective PortfoliosOffered through TD Ameritrade Investment Management, LLC

$25,000
Personalized PortfoliosOffered through TD Ameritrade Investment Management, LLC

$250,000
Advisory fees
Essential PortfoliosOffered through TD Ameritrade Investment Management, LLC

0.30%
Selective PortfoliosOffered through TD Ameritrade Investment Management, LLC

0.75%-0.90% for the first $100,000 (varies by portfolio and investment amount)
Personalized PortfoliosOffered through TD Ameritrade Investment Management, LLC

0.60%-0.90% (varies by portfolio and investment amount)
Essential PortfoliosOffered through TD Ameritrade Investment Management, LLC

Available on all portfolios 
Selective PortfoliosOffered through TD Ameritrade Investment Management, LLC

Available on select portfolios 
Personalized PortfoliosOffered through TD Ameritrade Investment Management, LLC

Available on select portfolios 
Essential Portfolios Selective Portfolios Personalized Portfolios

A dedicated support team A dedicated support team

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

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

Get started

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.

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TD Ameritrade

Where Smart Investors Get Smarter SM

Call Us 800-454-9272

AdChoices

Before investing carefully consider the underlying funds’ objectives, risks, charges, and expenses. For a prospectus containing this and other important information about each fund, contact us at 888-310-7921. Please read the prospectus carefully before investing.

All investments involve risk, including loss of principal. Past performance does not guarantee future results. There is no assurance that the investment process will consistently lead to successful investing. Asset allocation and diversification do not eliminate the risk of experiencing investment losses.

Advisory services are provided by TD Ameritrade Investment Management, LLC ("TD Ameritrade Investment Management"), a registered investment advisor. Brokerage services provided by TD Ameritrade, Inc. TD Ameritrade Investment Management provides discretionary advisory services for a fee. Risks applicable to any portfolio are those associated with its underlying securities. For more information, please see the Disclosure Brochure (ADV Part 2A).

TD Ameritrade Investment Management, LLC will assess an annual advisory fee based on the value of assets in your TD Ameritrade Investing Account. The fee will be assessed at the beginning of each quarter in advance for that quarter and will be prorated for accounts opened and closed during that quarter. TD Ameritrade, Inc. will not charge commissions for eligible securities trades placed in your TD Ameritrade Investing Account. All fees are subject to change. For more information, please see the Disclosure Brochure (ADV Part 2A).

*The minimum initial investment for the Essential Portfolios service for a TD Ameritrade Investing Account is:

i) $500 on the condition that you set up automatic recurring deposits through your TDAIA Account. Recurring deposits are available by electronic bank transfers (ACH). If recurring deposits cease before reaching a $5,000 balance in your TDAIA Account, we will require you to re-authorize recurring deposits or deposit additional money to bring your account up to $5,000. If these conditions are not met, we reserve the right to discontinue our advisory relationship with you and transfer the securities into a like-titled account with TD Ameritrade; or

ii) $5,000; or

iii) $100,000 for corporate/business accounts.

The client and the client's advisors that maintain trading authority, and not TD Ameritrade Investment Management or TD Ameritrade, shall be eclusively responsible for the investment performance of the Excluded Assets. Without limiting the above, TD Ameritrade Investment Mangement and TD Ameritrade shall not be responsible for any implementation error (timing, trading, etc.) relative to the Excluded Assets.

The construction of Personalized Portfolio(s) is based solely on the information provided to you to TD Ameritrade Investment Management and is assembled in consideration of the suitability and risk tolerance presented specific to this account or these accounts. A Personalized Portfolio is not intended to provide a complete financial plan. Assets held at other financial instituations, while used in the assessment of your overall investment and risk profile, are a snapshot in time and are not monitored, reviewed, or in any way evaluated in the ongoing management of the advisory accounts by TD Ameritrade Investment Management. You are responsible to contact your Financial Consultant if you have changes to your assets not managed by TD Ameritrade Investment Management or if there is a change to your financial circumstances that would necessitate the need for an updated assessment of your Personalized Portfolio.

TD Ameritrade Investment Management, LLC ("TD Ameritrade Investment Management") and its affiliates do not provide tax advice. We suggest you consult with a tax-planning professional with regard to your personal circumstances as to whether the TD Ameritrade investment management tax-loss harvesting feature is appropriate for you. This feature generally would be more beneficial to investors in higher tax brackets and high-tax states.

The tax-loss harvesting feature is currently only available with the TD Ameritrade Investment Management ETF-based portfolios in taxable TD Ameritrade Investing Accounts. Tax-loss harvesting is not appropriate for all investors. Investing in securities involves risk of loss that the client should be prepared to bear. TD Ameritrade Investment Management does not represent or guarantee that the objectives of the tax-loss harvesting feature will be met. The performance of the replacement securities purchased through the TD Ameritrade Investment Management tax-loss harvesting feature may be better or worse than the performance of the securities that are sold for tax-loss harvesting purposes. TD Ameritrade Investment Management only reviews each account that is managed by it individually to help ensure that your account does not violate the “wash sale” rule. When you enroll in the tax-loss harvesting feature, the enrollment is on an account basis and does not apply to other TD Ameritrade Investment Management portfolios you may have. Each eligible TD Ameritrade Investment Management portfolio must be enrolled separately in the TLH feature. Accordingly, you are responsible for monitoring your brokerage accounts and your spouse’s brokerage accounts at TD Ameritrade or elsewhere to ensure that transactions in the same security or a substantially similar security do not create a wash sale. The wash sale rule postpones losses on a sale, if replacement shares are bought around the same time.

Prior to enrolling in the tax-loss harvesting feature, please read TD Ameritrade Investment Management’s whitepaper and see the TDAIM Disclosure Brochure (Form ADV Part 2A)

ETFs can entail risks similar to direct stock ownership, including market, sector, or industry risks. Some ETFs may involve international risk, currency risk, commodity risk, and interest rate risk. Trading prices may not reflect the net asset value of the underlying securities.

Morningstar Investment Management LLC is a registered investment adviser and subsidiary of Morningstar, Inc. Morningstar Investment Management LLC provides consulting services to TD Ameritrade Investment Management LLC (‘TD Ameritrade Investment Management’) by providing recommendations to TD Ameritrade Investment Management regarding asset allocation targets and selection of securities; however, TD Ameritrade Investment Management retains the discretion to accept, modify or reject Morningstar Investment Management LLC’s recommendations. Morningstar Investment Management LLC selects securities from the universe of investments made available through TD Ameritrade. In performing its services, Morningstar Investment Management LLC may engage the services of its affiliate, Morningstar Investment Services LLC, a registered investment adviser and subsidiary of Morningstar Investment Management LLC. Neither Morningstar Investment Management LLC nor Morningstar Investment Services is acting in the capacity of adviser to TD Ameritrade Investment Management’s clients. Asset Allocation target allocations are subject to change without notice. Morningstar Investment Management LLC 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 Investment management LLC is not affiliated with TD Ameritrade Investment Management or TD Ameritrade.

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This is not an offer or solicitation in any jurisdiction where we are not authorized to do business or where such offer or solicitation would be contrary to the local laws and regulations of that jurisdiction, including, but not limited to persons residing in Australia, Canada, Hong Kong, Japan, Saudi Arabia, Singapore, UK, and the countries of the European Union.

Brokerage services provided by TD Ameritrade, Inc., member FINRA/ SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. © 2020 TD Ameritrade.