Custom-made managed portfolios for
self-directed investors pairing 1:1 in-person support with advanced
tech-powered digital experience
TD Ameritrade Holding Corporation (Nasdaq: AMTD) is further
expanding its investment guidance line-up with the launch of
Personalized Portfolios1– a highly customizable managed portfolio
solution, giving investors a high-tech, right touch experience that
considers their total wealth picture.
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the full release here:
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TD Ameritrade's Affluent Investors Survey
infographic. (Graphic: Business Wire)
As many TD Ameritrade Retail clients do today, each Personalized
Portfolios client will have a one-on-one relationship with a senior
financial consultant at any of TD Ameritrade’s 360+ U.S. branches.
In addition, those consultants will work in tandem with a
credentialed portfolio consultant from TD Ameritrade Investment
Management, LLC (“TDAIM”). These portfolio consultants will serve
in a fiduciary capacity to construct tailored portfolios that
express each client’s unique preferences as a self-directed
investor at TD Ameritrade.
The Personalized Portfolios goal-based investing platform
features an integrated digital dashboard that can give clients a
one-stop view of all of their investments, including account
aggregation, integrated goal-tracking, and performance for both TD
Ameritrade and non-TD Ameritrade accounts.
“We’re giving investors a compelling ‘human-plus-digital’
guidance experience, made possible through our convenient,
nationwide branch network and growing advanced technology
capabilities,” said Peter deSilva, president of retail at TD
Ameritrade. “Personalized Portfolios offers a fully customizable
experience that fills a key gap in our client advice continuum. It
addresses the needs of investors who are looking for more
personalized investment advice but still want to remain involved in
their investing decisions, and aren’t yet ready to delegate to an
independent investment advisor.”
High-tech, right touch – full team of professionals +
seamless digital experience delivers:
- 1:1 in-person relationships and regular
check-ins with a dedicated TD Ameritrade senior financial
consultant;
- Credentialed portfolio consultants from
TDAIM, working with clients and senior financial consultants, to
provide tailored portfolios that can take a client’s total wealth
picture into account;
- Opportunities to collaborate with TD
Ameritrade professionals in other areas of interest, such as
annuities, fixed income, trading, and investor education; and
- Online and mobile dashboards that can
display aggregated account details, progress to goals, and total
wealth picture for both TD Ameritrade and non-TD Ameritrade
accounts.
Personalized Portfolios – a unique portfolio on each client’s
terms, including:
- 163 model portfolio strategies covering
29 asset classes;
- Custom portfolios of virtually any
combination of non-proprietary active and passive investments,
including cost-effective mutual funds and ETFs from leading fund
providers;
- Discretionary management of core
portfolios by TDAIM;
- Independent fund recommendations to
TDAIM from the objective professionals at Morningstar Investment
Management LLC;
- Separately managed accounts (SMAs) with
additional guidance available for specific strategies and
preferences;
- Specialized asset allocations (tax and
socially aware);
- Competitive, fee-based pricing with
management fees at 90 bps or less2; and
- $250,000 investment minimum.
A recent Affluent Investors Survey conducted for TD Ameritrade
found that among investors with at least $250,000 in investable
assets and who choose not to work with a financial advisor, nearly
4 in 10 (38 percent) cite their desire to stay in control of their
investments. The survey also revealed that almost two-thirds (65
percent) of affluent investors consider it important to have a
customized investment portfolio, outnumbering those who value
customization in their homes (63 percent), vacations (57 percent),
and food (30 percent).
Personalized Portfolios rounds out TDAIM’s existing continuum of
services for self-directed investors who want more advice and
guidance. Essential Portfolios, launched in 2017, is a fully
digital robo-advisor platform, and Selective Portfolios, first
introduced in 2004, offers a hybrid of digital and human advice.
For investors who want more sophisticated, customized wealth
management services, TD Ameritrade offers AdvisorDirect®, which
refers high net worth clients to an independent registered
investment advisor.
To learn more about Personalized Portfolios and other solutions
for investors of all ages and experience levels at TD
Ameritrade, visit one of our 360+ U.S. branches or
https://www.tdameritrade.com/investment-products/managed-portfolios.page.
Before investing carefully consider the
underlying fund’s 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 of experiencing investment losses.
Mutual funds are subject to market, exchange rate, political,
credit, interest rate and prepayment risks, which vary depending on
the type of mutual fund.
ETFs can entail risks similar to direct stock ownership,
including market, sector, or industry risks. Some ETFs may involve
international risk, currency risk, commodity risk, and interest
rate risk. Trading prices may not reflect the net asset value of
the underlying securities.
Separately managed accounts (SMAs) may be used to provide
diversification or specialization within a particular sector of the
market. Due to direct equity ownership, equity only SMAs can entail
market, sector or industry risks, as well as international risk,
currency risk, commodity risk and interest rate risk. Please
consult a tax advisor to determine if the potential tax benefits
are appropriate for your portfolio. TD Ameritrade Investment
Management is not affiliated with any of the SMA managers.
Advisory services are provided by TD Ameritrade Investment
Management, LLC (“TD Ameritrade Investment Management”), 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 (Form ADV Part
2A) http://www.tdameritrade.com/forms/TDA4855.pdf
Under no circumstances should participation by a certain
independent advisor in AdvisorDirect be considered an endorsement
or recommendation by TD Ameritrade for that particular independent
advisor. Brokerage transactions executed through TD Ameritrade are
subject to standard transaction charges. Minimum asset level
required.
About TD Ameritrade Holding CorporationTD Ameritrade
provides investing services and education to more than 11 million
client accounts totaling $1.2 trillion in assets, and custodial
services to more than 6,000 registered investment advisors. We are
a leader in U.S. retail trading, executing an average of more than
940,000 trades per day for our clients, nearly a quarter of which
come from mobile devices. We have a proud history of innovation,
dating back to our start in 1975, and today our team of
10,000-strong is committed to carrying it forward. Together, we are
leveraging the latest in cutting edge technologies and one-on-one
client care to transform lives, and investing, for the better.
Learn more by visiting TD Ameritrade’s newsroom at www.amtd.com, or
read our stories at Fresh Accounts.
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 TD Ameritrade Investment Management,
LLC by providing recommendations to it regarding asset
allocation targets and selection of securities; however, TD
Ameritrade Investment Management retains the discretion to accept,
modify or reject Morningstar Investment Management’s
recommendations. Morningstar Investment
Management selects securities 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 TD Ameritrade’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 TD Ameritrade or TD
Ameritrade Investment Management.
About the TD Ameritrade Affluent Investors SurveyA
10-minute online survey was conducted with 1,056 American adult
investors with at least $250,000 in investable assets by True North
Market Insights, between March 16, 2018 and March 19, 2018, on
behalf of TD Ameritrade Holding Corporation. The statistical margin
of error for the total sample of 1,056 American adults within the
target group is +/- 2.6 percent. TD Ameritrade and True
North Market Insights are separate and unaffiliated firms and
are not responsible for each other’s services or policies.
Brokerage services provided by TD Ameritrade, Inc., member
FINRA (www.FINRA.org)/SIPC (www.SIPC.org).
Source: TD Ameritrade Holding Corporation
1Personalized Portfolios and other advisory services are offered
through TD Ameritrade Investment Management, LLC, a registered
investment advisor affiliate of TD Ameritrade, Inc. (“TD
Ameritrade”) and a subsidiary of TD Ameritrade Holding
Corporation.2 For Personalized Portfolios clients selecting SMAs, a
separate sub-advisor fee may apply.
View source
version on businesswire.com: https://www.businesswire.com/news/home/20180530005217/en/
TD Ameritrade Holding CorporationFor Media:Becky Niiya,
402-574-6652Director, Corporate
Communicationsrebecca.niiya@tdameritrade.com@TDAmeritradePRorFor
Investors:Jeff Goeser, 402-597-8464Director, Investor
Relationsjeffrey.goeser@tdameritrade.com
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