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Selective Portfolios

Powered by people and technology

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Powered by people and technology

Get started now

Selective Portfolios is designed to meet your unique goals with a combination of advanced technology and professional insights. From day one, you have access to dedicated Selective Portfolios Specialists, ready to help you along the way. Selective Portfolios is offered through TD Ameritrade Investment Management, LLC.

To get started, give us a call at 866-551-6917.

The Selective Portfolios difference: the personal touch

Selective Portfolios pair human insights with a more personalized online experience to help you pursue your goals.

  • Work with a Financial Consultant or on your own to match your goals, risk tolerance, and timeline to a portfolio that’s right for you.
  • Benefit from goal-oriented portfolios built on fund recommendations from the professionals at Morningstar Investment Management.
  • TD Ameritrade Investment Management provides ongoing monitoring and rebalancing to help keep your model portfolio on course.
  • If you do experience losses you may be able to take advantage of them with tax-loss harvesting. 
  • Access your account online to track your investments, adjust your contribution, and easily update your timeline.

A range of portfolios for every investor

Asset allocation, diversification, and rebalancing are all part of a goal-oriented investment strategy built on time-tested economic concepts. That’s the thinking behind Selective Portfolios. It’s a smarter approach to investing called Modern Portfolio Theory (MPT) and it influences the approach we take to investment selection.

Whether you want to save for retirement, generate additional streams of income, or manage risk, there’s a Selective Portfolios model for you. See the quarterly performance of Selective Portfolios.

selective portfolios core performance chart

Core Portfolios

Diversified portfolios made up of mutual funds or ETFs. Holdings span a broad range of investment styles, sectors, market caps, and regions.

…

Supplemental Income Portfolios

Weighted toward fixed income with limited exposure to equities to help manage volatility. Ideal for help supplementing retirement or other income needs.

selective portfolios opportunistic performance chart

Opportunistic Portfolios

Recommended for investors seeking a highly tactical investment approach that leverages opportunities in changing market conditions.

…

Managed Risk Portfolios

Designed to produce moderate and consistent returns with lower volatility over time, plus limited exposure to interest rate or equity market risks.

Need help planning your future?
Schedule a goal planning session today.

Learn more

Access at your fingertips

Uphill, downhill, around curves — watch your portfolio keep pace over the long haul. Get personalized online access to your goals in real time with your own dynamic window into your investments.
Access your accountsTrack your progressGet ideas

Access your accounts

Access your accounts

Access your accounts

Pursuing your goals is a process. That’s why we offer an online experience that gives you transparent access to all your investments.

Track your progress

Track your progress

Track your progress

View your investments in the context of reaching your goal. Always know how far you've come, and how far you have to go, with probability indicators letting you know how likely you are to reach your goal along the way.

Get ideas

Get ideas

Get ideas

TD Ameritrade Investment Management proactively makes suggestions if you start to veer from reaching your goals. From timeline tweaks to contribution changes, we show you the most impactful actions to help you keep your portfolio on track.

Potentially reduce your taxable income with tax-loss harvesting

Tax-loss harvesting is a free service that 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.

Learn more

Smart people. Our most valuable asset.

From the team at TD Ameritrade Investment Management who monitor and rebalance the portfolios, to the portfolio specialists who answer your calls and questions — real people are with you every step of the way.

Call 866-551-6917 to get started with Selective Portfolios today.

Three ways to get started:

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Call us at 866-551-6917
Desktop and mobile platforms

Start the process online

Helpful support

Stop in at your local branch

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TD Ameritrade

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 for experiencing investment losses.

The TD Ameritrade Investment Management Selective Managed Risk Portfolio is designed to use an absolute return strategy to limit volatility and provide protection against declines in the equity markets. The portfolio is generally invested in alternative strategy mutual funds. The mutual funds are subject to a variety of risks that include, but are not limited to, long-short equity, convertible arbitrage, merger arbitrage, and opportunistic high yield. The portfolio is not designed to outperform stocks and bonds in strong markets, and there is no guarantee of positive returns or that the portfolio’s objectives will be achieved.

The TD Ameritrade Investment Management Selective Supplemental Income Portfolios offer investment strategies designed to provide both income and total returns while limiting your exposure to volatility with a capital preservation strategy. Both the Conservative and Moderate portfolios are not cash, cash alternatives, or money market funds and should not be viewed as such. Both portfolios hold equity and bond mutual funds that have risks inherent to investing in these securities, including market and credit risk and possible loss of value.

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.

Advisory services are provided by TD Ameritrade Investment Management, LLC , 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 2).

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. © 2021 Charles Schwab & Co., Inc. All rights reserved.