Managing a broadly diversified investment portfolio might take more time than your busy life allows. With professional portfolio management at E*TRADE, our team will work with you to create a diversified portfolio1 based on your investment goals and objectives. Your portfolio will be monitored daily and periodically rebalanced in an effort to keep you on track.
A Choice of Solutions to Help Meet Your Needs
Managed Investment Portfolios
($25,000 portfolio minimum)
Managed Investment Portfolios are diversified, professionally managed portfolios of leading investment funds. Customers can choose to invest in either actively managed mutual funds and/or index-based exchange traded funds. The portfolios are researched and selected by our team of experienced investment professionals.
Unified Managed Accounts
($250,000 portfolio minimum)
With Unified Managed Accounts, customers can gain the benefits of multiple investment strategies in a single, professionally managed account. Potential investments include stocks, ETFs, and mutual funds. This solution offers access to professional money managers, tax efficiency, strategy and performance reports, and focused portfolios for investors with a higher tolerance for risk.