What’s your investment style? Are you a do-it-yourself person who thrives on researching securities and managing your portfolio? A do-it-for-me investor who prefers to leave investment management to the professionals? Or perhaps you fall somewhere in between— an investor who seeks out an investment portfolio that aligns with your goals?
If that last description sounds like you, you may want to check out Personalized Portfolios offered by TD Ameritrade Investment Management, LLC. Personalized Portfolios is a consultative solution that blends 1:1 advice with advanced technology to create a portfolio tailored to your unique situation.
Here’s how it works.
Step 1: Investment Strategy Discussion
In order to build your Personalized Portfolio, we first have to get to know you. So a dedicated Financial Consultant will meet with you to understand your complete financial picture. Together, you’ll discuss all your investments and your financial goals to get the most accurate view of who you are and what you’re hoping to achieve. You’ll also discuss your investment preferences and possible strategies to help you pursue those goals. From this conversation, your Financial Consultant will develop a financial profile that will become the foundation of your Personalized Portfolios investment.
Step 2: Tailored Portfolio Construction
With your complete financial picture in hand, your dedicated Portfolio Consultant will recommend a well-rounded mix of investments designed just for you. It will include a selection of mutual funds, exchange-traded funds (ETFs), and potentially, separately managed accounts that reflect your goals and investment preferences. Most importantly, you have the final say. We don’t purchase any mutual funds or ETFs until you review and approve your consultant’s recommendation.
Step 3: Ongoing Portfolio Management
Once you’ve given your approval, a Personalized Portfolios Specialist will walk you through the features and capabilities of the Personalized Portfolios dashboard. The dashboard is your one-stop shop to:
- View account information from all of the financial institutions that you work withMonitor progress toward your goalsGet a holistic picture of your wealth for both TD Ameritrade and non-TD Ameritrade accounts Analyze and track your investments
FIGURE 1: PERSONALIZED PORTFOLIOS DASHBOARD
On top of that, your dedicated team of consultants and specialists will still be hard at work, helping you stay on track. They’ll monitor and rebalance your portfolio as necessary, and also meet with you to help as your financial needs evolve.
High-Touch, High-Tech Investing Experience
Many people enjoy managing their investments, but they also want to work with a financial professional who can help them pursue the future they envision. Personalized Portfolios offers this guidance and much more. Visit one of the more than 360 TD Ameritrade branches or call 800-870-9668 to discuss whether Personalized Portfolios might be right for you.
Managed Portfolio Solution
Personalized Portfolios offered by TD Ameritrade Investment Management, LLC combines advanced technology and professional insights to help you pursue your financial goals*.