OMAHA, Neb.--(BUSINESS WIRE)--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 Corporation
Millions 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.
About Amerivest Investment Management, LLC
Amerivest 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 LLC
Morningstar 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