Amerivest Guided Portfolios

A disciplined approach to investment portfolio management

With trusted guidance from professionals, you can pursue your financial goals with confidence. An Amerivest Guided Portfolio provides investment portfolio management by offering

  • A diversified managed portfolio of no-load mutual funds.
  • The ability to stay focused on your goals while Amerivest provides ongoing portfolio management and rebalancing with the mutual funds chosen by experienced professionals at Morningstar Associates.

Find a Portfolio for You    View all portfolios

Conservative

If your goal is to minimize both risk and potential loss of principal, this portfolio may be a good fit for you. It's designed to suit those who plan on retiring soon, need a down payment on a home, car or boat, or simply choose to invest more conservatively.
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Stable

If you want to pursue modest and potentially more stable returns while avoiding high risks, this model may be a good fit for you. It's designed for those who will be retiring in the next several years, want to help a child save for college, or simply choose to invest somewhat conservatively with an emphasis on stability of principal and return.
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Balanced

If you want to pursue modest growth and can tolerate a moderate level of risk, this model may be a good fit for you. It's designed for those who plan to retire after a medium to long period of time, want to help a child save for college, or simply choose to invest moderately with a balanced approach to risk return.
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Growth

If you want to pursue growth and can tolerate considerable market fluctuations and risk, this model may be a good fit for you. It's designed for those who plan to retire in the distant future, want to save for college, or simply choose to invest somewhat aggressively with an emphasis on capital appreciation.
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Aggressive Growth

If you want to pursue the greatest potential growth and can tolerate large market fluctuations and an increased risk of loss, this model may be a good fit for you. It's designed for those who plan to invest for a very long period of time and have a high risk tolerance.
See Performance and Target Allocation

 

Amerivest Disclosure Brochure



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See Also...
  • Research reports

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  • AdvisorDirect®

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  • Retirement

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Amerivest Guided Portfolios is a discretionary investment advisory service of Amerivest Investment Management, LLC, an SEC-registered investment advisor. Brokerage services provided by TD AMERITRADE, Inc. Amerivest Investment Management, LLC and TD AMERITRADE, Inc. are both wholly owned subsidiaries of TD AMERITRADE Holding Corp. Amerivest is a trademark of TD AMERITRADE IP Company, Inc. Amerivest provides advisory services for a fee. Risks applicable to any portfolio are those associated with its underlying securities.

Mutual funds are subject to market, exchange rate, political, credit, interest rate and prepayment risks, which vary depending on the type of mutual fund.