Better Together: Automated Investing with Professional Guidance
June 30 2016 - 4:05PM
Business Wire
Amerivest Managed Portfolios Pair Enhanced
Online Experience with On-Demand Human Support
As self-directed investors increasingly seek a hybrid service
model combining control and guidance,1 Amerivest Investment
Management, LLC (“Amerivest”) , an investment advisory affiliate of
TD Ameritrade, Inc. (TD Ameritrade), announced today it has
significantly upgraded its existing Amerivest Managed Portfolios
digital interface, giving today’s investors an intuitive,
self-guided online experience paired with as much or as little
human support as they want.
“The first version of Amerivest was introduced more than a
decade ago, before automated asset allocation was mainstream for
individual investors. But today, consumers have come to expect
technology to simplify nearly every aspect of life – including
investing and planning for retirement,” said Tom Bradley, president
of retail distribution at TD Ameritrade. “So, we’ve built out an
even better digital interface to help investors determine goals,
track progress towards them, receive ideas for improvement and
better visualize an investment portfolio. The upgraded technology
is complemented by on-demand human support – putting our clients in
control of their online and offline investing experience to help
them pursue their financial goals and dreams.”
Whether investors lack time, expertise or interest in managing
their own portfolios, a portfolio professionally managed by
Amerivest can help them feel more confident in pursuing personal
financial goals. Amerivest offers investors an enhanced,
information-rich online tool to define individual investing goals,
select an investment solution and track progress, all with the
knowledge that professionals are there to provide support and
guidance. Additional benefits and features include:
- Five diversified asset allocation
models constructed with mutual funds or ETFs
- Personalized online evaluation to
define goals, risk tolerance and time horizon
- Funds selected by Morningstar®
Investment Management LLC
- Ongoing portfolio monitoring and
rebalancing by Amerivest
- Interactive goal planning and
tracking
- Low initial investment and no trading
commissions
- Embedded investment alerts and
updates
Amerivest is just one solution TD Ameritrade offers to help
today’s investors more confidently invest in their futures. From
its tools, guidance and education for completely self-directed
investors, to referral programs connecting investors with
independent registered investment advisors, the company offers
solutions for investors of all ages and experience levels.
To learn more, visit http://goal-setup.tdameritrade.com or call
888-310-7921.
About TD Ameritrade Holding CorporationMillions of
investors and independent registered investment advisors (RIAs)
have turned to TD Ameritrade’s (Nasdaq: AMTD) technology, people
and education to help make investing and trading easier to
understand and do. Online or over the phone. In a branch or with an
independent RIA. First-timer or sophisticated trader. Our clients
want to take control, and we help them decide how - bringing Wall
Street to Main Street for more than 40 years. An official sponsor
of the 2016 U.S. Olympic and Paralympic Teams, as well as an
official sponsor of the National Football League,
TD Ameritrade has time and again been recognized as a leader
in investment services. Please visit TD Ameritrade's newsroom
or www.amtd.com for more information, or read our stories at
http://freshaccounts.amtd.com.
Brokerage services provided by TD Ameritrade, Inc., member
FINRA (www.FINRA.org)/SIPC (www.SIPC.org)
About Amerivest Investment Management, LLCAmerivest
Portfolios is an investment advisory service of Amerivest
Investment Management, LLC (Amerivest), a registered investment
advisor. Brokerage services provided by TD Ameritrade, Inc. TD
Ameritrade, Inc. and Amerivest Investment Management, LLC are both
wholly owned subsidiaries of TD Ameritrade Holding Corporation.
Amerivest is a trademark of TD Ameritrade IP Company, Inc.
Amerivest provides non-discretionary and discretionary advisory
services for a fee. Risks applicable to any portfolio are those
associated with its underlying securities. For more information
please see the Amerivest Disclosure Brochure (ADV Part 2).
Amerivest Investment Management, LLC, will assess an annual
advisory fee based on the value of assets in your TD Ameritrade
Investing Account. The fee for all Amerivest clients 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.
About Morningstar Investment Management LLCMorningstar
Investment Management LLC is a registered investment advisor and
subsidiary of Morningstar, Inc. Morningstar Investment Management
provides consulting services to Amerivest Investment Management,
LLC ("Amerivest") by providing recommendations to Amerivest
regarding asset allocation targets and selection of securities
appropriate for the Amerivest Portfolios; however, Amerivest
retains the discretion to accept, modify or reject Morningstar
Investment Management’s recommendations. Morningstar Investment
Management selects securities for the Amerivest portfolios from the
universe of investments made available through TD Ameritrade. In
performing its services, Morningstar Investment Management may
engage the services of its affiliate, Morningstar Investment
Services LLC, a registered investment advisor and subsidiary of
Morningstar Investment Management. Neither Morningstar Investment
Management nor Morningstar Investment Services is acting in the
capacity of advisor to Amerivest's clients. Asset Allocation target
allocations are subject to change without notice. Morningstar
Investment Management 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 is not
affiliated with Amerivest or TD Ameritrade.
Source: TD Ameritrade Holding Corporation
1 J.D. Power 2016 U.S. Self-Directed Investor Study
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version on businesswire.com: http://www.businesswire.com/news/home/20160630005054/en/
TD Ameritrade Holding CorporationFor Media:Rebecca Niiya,
402-574-6652Sr. Manager, Corporate
Communicationsrebecca.niiya@tdameritrade.com@TDAmeritradePRorFor
Investors:Jeff Goeser, 402-597-8464Director, Finance and Investor
RelationsJeffrey.Goeser@tdameritrade.com
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