Managed Investment Portfolios

                      See Frequently Asked Questions

Managed Investment Portfolios are actively managed discretionary portfolios of leading mutual funds and/or ETFs, rigorously researched, selected, and optimized by a team of experienced investment professionals. We'll help you choose the portfolio that's right for you.

You can get started with as little as $25,000.

Why Managed Investment Portfolios?

  • Professional Management – The professionals at E*TRADE Capital Management2 will research, allocate, and choose investments and handle all the trading for your portfolio.
  • Broad Diversification – By broadly diversifying across mutual funds and ETFs that hold stocks and bonds in different asset categories, Managed Investment Portfolios can help you maintain a balance of risk and reward3.
  • Strategic Asset Allocation – Our investment team looks at your goals, time horizon, and risk tolerance to determine the mix of assets that's most appropriate for you4.
  • Ongoing Rebalancing – To keep your portfolio in line with your selected asset allocation, we will monitor your investments on a daily basis and rebalance when necessary.
  • Tax Efficiency – It's not what you make, but what you keep. Tax sensitive portfolios are available to help protect your investment returns.
  • Exceptional Value – Clients pay a low advisory fee based on assets under management with no commissions, and you can get started with a low portfolio minimum of $25,000.

A Smart Choice for Retirement Investing

A broadly diversified, professionally managed portfolio may be an ideal choice for your 401(k) rollover or contributory IRA. Find out more

Proprietary 5-Stage Investment Process

Managed Investment Portfolios employs a consistent, time-tested approach to ensure that the investments chosen are right for your portfolio. Ongoing monitoring, risk management, and periodic rebalancing play a key role in the process. Adjustments are made as needed, always with an eye toward achieving the portfolio's objectives over the long term.

Portfolio Allocations

We offer a range of Managed Investment Portfolios for almost every investment objective. These different model portfolios allow investors, with guidance from our dedicated Financial Consultants, to strike the ideal balance between risk and reward5.

Income Producing Models

These models are designed to generate income while maintaining an opportunity for capital appreciation. A majority of the model returns will come from dividends and interest produced by underlying investments in fixed income mutual funds and/or ETFs. Clients can reinvest the income produced or have it distributed to help satisfy their income need.

Conservative Income

Aggressive Income

Inflation Protection

Conservative Income

Large Cap 0 %
Small Cap 0%
International 0%
Fixed Income 98%
Cash 2%
Others 0%

Aggressive Income

Large Cap 10%
Small Cap 0%
International 0%
Fixed Income 88%
Cash 2%
Others 0%

Inflation Protection

Large Cap 20%
Small Cap 0%
International 0%
Fixed Income 73%
Cash 2%
Others 5%

Strategic Growth Models

These models are designed to deliver long term growth of capital while assuming various level of risk based on the client's profile. Each portfolio will be concentrated in equity investments which affords greater opportunities to earn returns over the long-term exceeding the rate of inflation.

 

Conservative Growth

Moderate Growth

Growth

Aggressive Growth

Conservative Growth

Large Cap 20%
Small Cap 10%
International 10%
Fixed Income 58%
Cash 2%
Other 0%

Moderate Growth

Large Cap 33%
Small Cap 12%
International 15%
Fixed Income 38%
Cash 2%
Other 0%

Growth

Large Cap 44%
Small Cap 16%
International 20%
Fixed Income 18%
Cash 2%
Other 0%

Aggressive Growth

Large Cap 53%
Small Cap 20%
International 25%
Fixed Income 0%
Cash 2%
Other 0%

Low Fee and No Commissions

 

Next $1,000,000 and over 0.65%

Your financial goals are important. For a low, asset-based management fee, you can feel confident that you've made the right decision with your money and know that you have a team of professionals watching out for your best interests.

Fees are automatically collected quarterly from your account on a prorated basis. If you ever wish to withdraw from the program, you have the option to do so at any time without penalties.

Take the Next Step

Speak with one of our Financial Consultants to find out more and get started.

Call 1-800-760-9036 or visit an E*TRADE Branch. or Get Started Online