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The Amerivest Target Date Investment Portfolios are for investors who: (i) are self-directed and comfortable with an online service; (ii) expect to maintain their portfolio for the duration to their selected target year rather than to cash out along the way; (iii) wish to have impersonal asset allocation recommendations made by an investment advisor both at the outset and from time to time thereafter; (iv) are willing to accept a portfolio risk profile that generally starts out aggressively (with the potential for greater volatility) and steps down in risk level over time; and (v) will invest a minimum of $25,000 at the outset. Broader investment objectives, risk tolerance or overall financial circumstances (including annual income, net worth or other assets) that may be relevant to a client's overall investment program are not factored in or considered. In addition, information Amerivest may have, or that Amerivest's affiliates may have, relating to a client's broader investment objectives, risk tolerance or financial circumstances for other accounts or transactions will not be considered in rendering these online Amerivest asset allocation models. For these reasons, it is important for each client using this online service to consider all of his or her own financial circumstances before deciding to invest in accordance with an Amerivest asset allocation model or make any decisions regarding implementing the model advice. All investments involve risk and may lose value.
Amerivest is an investment advisory service of Amerivest Investment Management, LLC, an SEC-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.
TD AMERITRADE does not provide tax advice. We suggest that you seek the advice of a tax-planning professional with regard to your personal circumstances.