Long-Term Investing

Reach your goals with a focused investment strategy

  • Analyze and adjust your retirement strategy
  • Get portfolio guidance
  • Learn from our objective investment philosophy
  • Discover more about your mutual fund choices
  • Plan, save and invest for your retirement goal
  • Start saving today for your child's education

More reasons to choose TD AMERITRADE ...

Analyze and adjust your retirement strategy

Are you on track to meet your retirement goals? Find out with WealthRuler™. This interactive planner helps you analyze your savings and investment choices to see how they might appear under different market conditions. You can then adjust your monthly savings, retirement age and risk tolerance in WealthRuler until the numbers are more aligned with your goals. More about WealthRuler.

Get portfolio guidance

Asset Allocation | Long-Term Investments

What's your long-term investing goal — a comfortable retirement, a weekend getaway, graduate school? At TD AMERITRADE, you'll get the portfolio guidance to help create a plan to meet your needs. If you know where you're headed, consider investment choices designed with a specific target date in mind. TDX Independence ETFs can simplify the planning process and your investing decisions to help you reach your goal. Each fund's portfolio is professionally allocated based on a specific time horizon, then as the target date gets nearer, they are automatically adjusted for the shorter resulting timeframe. If you're looking to set up and manage your portfolio on your own, check out Amerivest, an innovative advisory service that will recommend a plan tailored to your goal, time frame, risk tolerance, and budget. More about portfolio guidance.

Learn from our objective investment philosophy

We believe you need to build a diversified portfolio using a disciplined process in the face of dynamic conditions. And our Chief Investment Strategist Stephanie Giroux is the guiding force behind this philosophy. Stephanie develops and communicates investment strategies and solutions to meet the needs of long-term investors like you. She also provides The Weekly Compass commentary and more. More about our investment approach.

Discover more about your mutual fund choices

You can select from more than 13,000 mutual funds, including hundreds with no transaction fees (NTFs). Choose from leading fund families, such as Vanguard, Franklin, Janus and Putnam. These funds can help give you broad diversification and cover a range of investment objectives, philosophies and asset classes to help you pursue your goals. More about mutual funds.

Plan, save and invest for your retirement goal

Whether you're already retired or just looking to get started, we can help you create a plan to reach your goal. You'll have access to powerful tools and calculators to estimate your retirement needs and get in-depth education from informative articles and resources. When you're ready to put a plan in place, we offer various Individual Retirement Accounts (IRAs) that are easy to open, fund and manage with no setup or annual fees. More about retirement planning.

Start saving today for your child's education

We offer a range of tax-advantaged plans to save for the expense of higher education. You'll find powerful tools and calculators to estimate your needs and a variety of college savings accounts that can help you start saving today. More about college savings accounts.


 
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Before investing in any ETF or mutual fund, carefully consider the fund's investment objectives, risks, charges and expenses. For a prospectus containing this and other important information, contact the fund or contact a TD AMERITRADE Client Service representative. Please read the prospectus carefully before investing.

ETFs are subject to risks similar to those of stocks and trading prices may not reflect the actual net asset value of the underlying securities.

There is no assurance that the investment process will consistently lead to successful investing. Diversification does not eliminate the risk of experiencing investment losses.

TDX Independence Funds, Inc. ETFs are distributed by ALPS Distributors, Inc. Amerivest Investment Management LLC serves as a sub-advisor to the Funds. TD AMERITRADE is not affiliated with TDX Independence Funds, Inc. or ALPS Distributors, Inc.

Amerivest is an investment advisory service of Amerivest Investment Management, LLC an SEC-registered investment adviser. Brokerage services provided by TD AMERITRADE, Inc., member FINRA/SIPC. TD AMERITRADE, Inc. and Amerivest Investment Management, LLC are both wholly owned subsidiaries of TD AMERITRADE Holding Corporation.