Managed Account Solutions

From E*TRADE Capital Management
Free yourself from the pressures of managing money—get a balanced, diversified portfolio managed by experienced professionals.
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.

Open an Account:. Call 1-800-760-9036 Weekdays from 8:30 AM-8 PM ET or Get Started Online.

Get More: Ask how you can get up to $6006 cash credit based on your deposit amount.

Have Questions? We'll call you now to answer your questions or request a free copy of our brochure online.

Which Solution Is Right for Me?

Managed Investment Portfolios and Unified Managed Accounts both include the same commitment to ongoing professional money management and personalized service. The table below can help guide you to the solution that's right for you.
BENEFITS Managed Investment Portfolios2 Unified Managed Accounts
Professional investment selection
Ongoing monitoring & rebalancing
Disciplined, research-driven investment process
Personal service from a dedicated Financial Consultant
24/7 account access through
Quarterly performance reports & market commentary
Unbiased, non-proprietary investments
Tax sensitive investing strategies
Tax overlay features3
Mixed investment types in a consolidated account
Access to alternate asset classes
Portfolio minimum $25,000 $250,000
Investment choices Leading exchange-traded funds (ETFs) and/or mutual funds Custom portfolio of stocks, ETFs & mutual funds
Low, asset-based fee Ranges from 0.65% to 0.90%
with no commissions
See fee schedule
Ranges from 0.95% to 1.25%
with no commissions
See fee schedule
How to get started Call a Financial Consultant at
1-800-760-9036 Find out more
Call a Financial Consultant at
1-800-760-9036 Find out more
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.
What is a Mutual Fund?
An open-ended fund operated by an investment company which raises money from shareholders and invests in a group of assets, in accordance with a stated set of objectives. Benefits include diversification and professional money management.

Shares are issued and redeemed on demand, based on the fund's net asset value which is determined at the end of each trading session. A closed-end fund is often incorrectly referred to as a mutual fund, but is actually an investment trust.

Types of funds include aggressive growth fund, asset allocation fund, balanced fund, bond fund, capital appreciation fund, closed fund, equity fund, global fund, international fund, growth fund, income fund, growth and income fund, index fund, money market fund, municipal bond fund, prime rate fund, regional fund, sector fund, specialty fund, stock fund, and tax-free bond fund. see also 12b-1 fee, automatic reinvestment plan, automatic withdrawal, average price per share, load, investment company, diversified investment company, dollar cost averaging, exchange privilege, expense ratio, fund manager, fund of funds, hedge fund, management company, open-end management company, management fee, prospectus, statement of additional information, reinvestment privilege, style, switching, uncertificated shares, voluntary accumulation plan, window-dressing.

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What is an exchange-traded fund (ETF)?
Exchange-traded funds (ETFs) are investment companies registered under the Investment Company Act of 1940 that offer shares trading in the secondary market. Some ETFs are structured as open-end management investment companies and some as unit investment trusts (UITs).

In other words, ETFs are baskets of securities that trade like individual stocks. Each ETF is made up of a portfolio of securities tracking a specific sector or general market index. ETFs are not limited to domestic stocks -- some track international stock market indexes and others, bond indexes. There are over 100 ETFs alone listed on the American Stock Exchange.

ETFs are designed to provide results that correspond to their underlying indexes; however, these trusts may not be able to replicate the performance of the indexes due to fees and other factors. Each ETF offers a prospectus which provides more complete information about the risks of investing in it, and includes a description of fees and expenses. Please read the prospectus carefully before making an investment decision.

Copyright ©2009 by
All Rights Reserved.