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Sound theory leads to smart portfolios.

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

Portfolio TypeHow It Works

Amerivest Core Portfolios
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These diversified portfolios are made up of mutual funds or ETFs ― your choice. Holdings span a broad range of investment styles, sectors, market caps, and regions.

Amerivest Managed Risk Portfolio
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This portfolio is designed to produce moderate and consistent returns with lower volatility over the long run, plus limited exposure to interest rate or equity market risks.

Amerivest Opportunistic Portfolios
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These portfolios are recommended for aggressive investors seeking a highly tactical investment approach that leverages opportunities in changing market conditions.

Amerivest Supplemental Income Portfolios
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This category of portfolios is weighted toward fixed income. It limits exposure to equities to help manage volatility, helping supplement retirement or other income needs.

Core

Managed Risk

Opportunistic

Supplemental Income

Invests in investment products chosen by Morningstar Investment Management, LLC experienced investment professionals

Overseen by Amerivest for ongoing portfolio management – Amerivest Portfolios is an investment advisory service of Amerivest Investment Management, LLC, and is tailored to customers looking for help in pursuing their investment goals.

Employs a broadly diversified portfolio approach based on your objectives

Invests in actively managed mutual funds

 

Invests in ETFs

 

Management & Automatic Rebalancing, Investing and Reallocation

Discretionary Management – Amerivest purchases and sells portfolio securities for you, and provides ongoing portfolio management.

Automatic Portfolio Rebalancing - automatically rebalances your portfolio for you

Automatic Portfolio Investing – new cash deposits automatically invested

Automatic Portfolio Reallocation – monitoring and reallocating your portfolio to new allocations, as needed

Fee Schedule*

Annual Advisory Fee

Commission

None

First $100,000

1.00%

1.00%

1.25%

0.75%

Next $150,000
(or portion thereof)

1.00%

1.00%

1.25%

0.60%

Next $250,000
(or portion thereof)

0.70%

0.70%

0.95%

0.45%

Additional assets over $500,000

0.55%

0.55%

0.80%

0.30%

Investment Minimum

$25,000

$25,000

$25,000

$25,000

Phone Support

866-551-6917

Your Goals + Professional Insights + Personalized Experience

Amerivest brings together industry experts and advanced technology to help you get closer to your goals.

 

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