Transamerica ONE and Transamerica ALPHA Digital Investment ...
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
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
