Managed Investment Portfolios

                      See Frequently Asked Questions

Not everyone wants to manage their own portfolio. If you prefer a hands-off approach, a Managed Investment Portfolio from E*TRADE Capital Management may be for you. It’s a portfolio of diversified mutual funds and/or ETFs, carefully researched, evaluated and chosen by E*TRADE’s experienced investment team. They are actively managed based on your goals and risk tolerance and rebalanced as necessary.

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

Why E*TRADE Managed Investment Portfolios?

  • Professional Management – The professionals at E*TRADE Capital Management research and select investments. Your portfolio investments are handled by an experienced team.
  • Broad Diversification – Managed Investment Portfolios allow you to invest in a diversified portfolio of mutual funds and/or ETFs in different asset categories2
  • 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 you3.
  • Ongoing Rebalancing – To keep your portfolio in line with your selected asset allocation, we regularly monitor your investments and rebalance when necessary.
  • Tax Management – It's not what you make, but what you keep. Tax-sensitive portfolios are available to help protect your investment returns4.
  • Value & Ease – As a Managed Investment Portfolio client, you receive expert guidance from our team of experienced investment professionals. You do not pay any commissions—just a low advisory fee based on your assets under management.

Eligibility Requirements

  • Available for $25,000 portfolio minimums
  • Primary account holder must be a U.S. resident
  • View detailed documents (ETCM Firm Brochure (ADV Part 2A) and WRAP Fee Program Brochure) which describe, among other things, affiliations, services offered and fees charged, and should be read carefully before enrolling in the Managed Investment Portfolio program.

Get Started

  • Call 1-800-760-9036 weekdays from 8:00am to 8pm, EST

Ask how you can get up to $600 cash credit based on your deposit amount1 How it works »

An experienced E*TRADE investment professional will assess your goals and help select the Managed Investment Portfolio that’s right for you.

A Disciplined Choice for Retirement Investing

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

Proprietary 5-Stage Investment Process

Managed Investment Portfolios employs a disciplined approach to investing. 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 many investment objectives. These different model portfolios allow investors, with guidance from our dedicated Financial Consultants, to strike a balance between risk and reward5.

Income Producing Models

These models are designed to generate income while maintaining an opportunity for capital appreciation. The majority of the models' 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 needs.

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 levels of risk based on the client's profile. Each portfolio will be concentrated in equity investments, which may provide greater opportunities to earn returns exceeding the rate of inflation over the long-term.

 

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 Annual Advisory Fee and No Commissions

 

Next $1,000,000 and over 0.65%

Advisory fees are paid quarterly in arrears and automatically collected from your account. Fees are pro-rated for partial quarters. 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.