Solutions to Manage Your Retirement Investments

You need a diversified portfolio -- stocks, bonds, cash and more -- to help protect your assets from the market's ups and downs.2

E*TRADE offers a full range of investment choices, and online tools to help you manage them yourself. Or let our professionals help. There's no charge. And because we don't have our own funds to promote, our guidance is always objective.3

Andrew Miller
Financial Consultant
Michael Montaldo
Financial Consultant

Simplify Your Asset Allocation2

Make sure you have investments that work for your future goals and your life stage right now. Use our online tools or give us a call for help.

Managed Investment Solutions from E*TRADE Capital Management

Diversified portfolios, ongoing management, $25,000 minimum investment.

Online Portfolio Advisor7

Get a personalized portfolio recommendation in minutes

Target Date Funds4

Designed to adjust and re-allocate as your needs change on the way to your target retirement date.

Choose the Right Investments with Easy-to-Use Tools & Free Education

E*TRADE customers always have access to state-of-the-art online tools along with unbiased, third-party market research.

Stock , Mutual Fund and ETF Screeners

Pinpoint the best choices using your own criteria or pre-set screeners.

All-Star Mutual Funds and ETF Lists5

Load & no-load, pre-selected for easy investing.

Free Independent Research

Including institutional-quality analyst reports from Credit Suisse6.

Monitor & Rebalance Your Portfolio

Get help knowing when and how to fine-tune your portfolio -- adjusting to market changes and/or changes in your goals.

Portfolio Analyzer

Review your holdings for balance by sector, style & more.

Risk Analyzer

Evaluate specific holdings & assess your whole portfolio.

Retirement Planning Calculator

Create a retirement action plan—now in E*TRADE 360!

Prefer One-on- One Guidance?


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