Managed Portfolios
Managed portfolios matched to your goals
A managed portfolio can save you time and help you stay invested for the long term. Managed portfolios offered by TD Ameritrade Investment Management, LLC, are goal oriented portfolios built on recommendations from the professionals at Morningstar Investment Management, LLC. TD Ameritrade Investment Management provides ongoing monitoring, allocation and rebalancing of the managed portfolios. Answer a few questions about your goal, risk tolerance, and time horizon and TD Ameritrade Investment Management will recommend a managed portfolio based on your answers.
Choose the level of guidance that's right for you
Choose the level of guidance that's right for you
We know that investments are not one size fits all. That's why we offer Investment Management Services - a suite of managed portfolios from TD Ameritrade Investment Management. These portfolios are designed to help you pursue your financial goals as they grow and change.
Essential Portfolios
- Automated investing with low-cost, low minimum investment, with access to five goal-oriented ETF portfolios.
- Features a digital dashboard with goal managing and tracking capabilities and access to a Financial Consultant.
- Requires a minimum investment of $5,000 with an advisory fee of 0.30%.
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 by TD Ameritrade Investment Management.
- Features a digital dashboard with goal managing and tracking capabilities and access to a Financial Consultant.
- Requires a minimum investment of $25,000 with an advisory fee that varies by portfolio and investment amount.
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