Transamerica ONE and Transamerica ALPHA Digital Investment ...

Report 16 Downloads 78 Views
Transamerica ONE and Transamerica ALPHA Digital Investment Program

Your Money Management Options

®

Investing in your future requires crafting an appropriate financial strategy, having a broad selection of investment options, monitoring the growth of your portfolio, allowing you to adjust to changes in the market: all things that a Transamerica Financial Advisors (TFA) Investment Advisor Representative (IAR) can offer you. Through the Transamerica® ONE Wealth Management Platform or the Transamerica ALPHA Digital Investment Program (Transamerica ALPHA), a wealth of financial tools are at your and your TFA Representative’s disposal. These tools can keep you connected to your investment portfolio and offer resources to monitor performance and make adjustments, as needed, to help you reach your financial goal. Available exclusively through your TFA IAR, both programs help your money work for you. Through Transamerica ALPHA and Transamerica® ONE, you can have a regular investment account, a Roth IRA, a traditional IRA or trust account. Additionally, you can invest in customized, diversified portfolios of stock and bond exchange traded funds (ETFs), saving time and money through automation. Your TFA IAR can oversee your managed accounts through both programs. You’ll have access to online consolidated statements and your IAR can provide you with a personalized investment proposal.

Talk with a TFA professional to determine which program is appropriate for you.



Transamerica® ONE

Transamerica ALPHA*

Diversified Portfolio

Yes

Yes

Active Money Management

Yes

No

Money Manager Core and Satellite Strategy

Multiple

One

Yes

No

Yes: $25,000

No

Stock and Bond EFTs

Yes

Yes

Customized Allocations

Yes

Yes

Tax Optimization

Yes

Yes

Online Statement and Tax Reports

Yes

Yes

Single, Consolidated Statement

Yes

Yes

Online Only

No

Yes

Transaction Charges

No

No

Transamerica Proprietary Program

Yes

No

Minimum Investment

TFA is dedicated to serving people from all walks of life by helping them create an individualized investment strategy. Meet with a TFA Investment Advisor Representative to determine if the Transamerica® ONE Wealth Management Platform or the Transamerica ALPHA Digital Investment Program is an appropriate strategy for you to work toward securing your family’s financial future.

* Transamerica Financial Advisors, Inc. (TFA) is a SEC Registered Investment Advisor. Betterment LLC provides automated investment advisory services by managing investments in a customized portfolio for TFA clients through the Transamerica ALPHA Digital Investment Program. Betterment LLC acts as a sub-advisor in this capacity and is also a SEC Registered Investment Advisor. Assets in a Transamerica ALPHA account will be held at Betterment Securities, a SEC registered broker-dealer, member FINRA and SIPC.

Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA), Transamerica Financial Group Division - Member FINRA, SIPC, and Registered Investment Advisor.

Investments: Not FDIC Insured • No Bank Guarantee • May Lose Value. Investing in securities involves risks, including the possible loss of principal. Before investing, consider your investment objectives and all applicable fees and expenses.

TFA Headquarters: 570 Carillon Parkway, St. Petersburg, FL 33716. Phone: 800.322.7161 ©2015 Transamerica Financial Advisors, Inc. TFG2975/7.15