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Personalized Portfolios

Advice tailored to your financial goals

Offering the highest level of service from TD Ameritrade Investment Management, Personalized Portfolios offers tailored advice specific to your unique situation. You’ll get a customized solution based on your overall financial picture, supported by a dedicated Financial Consultant and credentialed Portfolio Consultants. Your goals are unique, so your investment advice should be too.

Call 800-527-3847 or visit a TD Ameritrade branch to get started.

Personalized Portfolios

Goal planning

Meet with a Financial Consultant to complete a financial profile to determine your goals, risk tolerance and time horizon.

Advice and guidance

A team of professionals provide investment advice, guidance and support, all through a single point of contact.

Holistic view of total assets

A comprehensive digital experience lets you keep an eye on your investments, regardless of where your accounts are held.

Professionally managed portfolios

Powered by recommendations from Morningstar Investment Management, LLC, Personalized Portfolios is overseen and rebalanced by the professionals at TD Ameritrade Investment Management, LLC. Get started with a $250,000 minimum deposit and a competitive annual advisory fee that varies by portfolio and investment amount. View the quarterly performance of Personalized Portfolios.

A compehensive view of your financial picture

View aggregated account details, progress to goals, and a total wealth picture for all your accounts - regardless of where they are held.

Tax-loss harvesting

Tax-loss harvesting is a service offered at no additional cost to clients holding taxable accounts invested in an ETF portfolio. It will proactively sell off an investment that isn't performing well and replace it with a new position, potentially reducing your taxable income by up to $3,000.

Additional managed portfolio solutions

Essential Portfolios

An automated, low-cost, low-minimum investment solution with access to five goal-oriented ETF portfolios.

 

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Selective Portfolios

A broader range of goal oriented portfolios made up of mutual funds and ETFs, based on varying investment objectives and risk profiles.

 

 

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Start the conversation

Talk to your Financial Consultant or call 800-527-3847 to learn more.

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