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.
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.
Essential PortfoliosOffered through TD AmeritradeInvestment Management, LLC
Automated investing with low-cost, low minimum investment, with access to five goal-oriented ETF portfolios.
Selective PortfoliosOffered through TD AmeritradeInvestment 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 AmeritradeInvestment 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 AmeritradeInvestment 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 AmeritradeInvestment Management, LLC
Digital dashboard with advanced managing and tracking features and access to a Financial Consultant
Selective PortfoliosOffered through TD AmeritradeInvestment Management, LLC
Digital dashboard with advanced managing and tracking features and access to a Financial Consultant
Minimum investment
Essential PortfoliosOffered through TD AmeritradeInvestment Management, LLC
$5,000
Selective PortfoliosOffered through TD AmeritradeInvestment Management, LLC
$25,000
Advisory fees
Essential PortfoliosOffered through TD AmeritradeInvestment Management, LLC
0.30%
Selective PortfoliosOffered through TD AmeritradeInvestment 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.
Stay connected with the TD Ameritrade Portfolios App
Keep your investments on track by reviewing your portfolio's past and projected performance to make sure it's on pace to reach your goals. You can view your asset allocations and check the balances of all your linked accounts.
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.
