Managed Accounts
Ameriprise® Managed Accounts, provide an asset-based fee structure that allows you to receive guidance and implement your personalized investment strategy all year — without incurring individual trading costs at the time of purchase or sale.
How it works
Any Ameriprise Financial relationship starts with sound financial advice and close alignment between you and your financial advisor, who will work with you to help you meet your objectives through a personal and interactive relationship.
Your financial advisor will track your overall investment portfolio and work with you to make adjustments based on market conditions and your unique goals and needs.
Investment solutions
Your personal portfolio may be created to meet your needs using a broad range of investment choices and professional money managers. Your financial advisor can recommend investment solutions for your taxable and retirement assets:
- Strategic Portfolio Service (SPS) Advantage — A flexible service that provides the convenience of bringing your investments together within one coordinated portfolio allocated according to your investment needs.
- Active Portfolios® investments — A family of professionally managed solutions designed to provide sophisticated investment alternatives for accumulation or income needs.
- Separately managed accounts — Separately Managed Accounts provide you with a personalized approach to investing that includes direct ownership of individual securities and opportunities for portfolio customization.
To consider a managed products relationship, find an advisor near you.
Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc., Member FINRA and SIPC, part of Ameriprise Financial, Inc. A variety of managed accounts are offered by Ameriprise Financial Services, Inc. Please review the Ameriprise® Managed Accounts Client Disclosure Brochure (Schedule H of Form ADV Part II) for a full description of services offered, including fees and expenses
Investment products are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Related information
Ameriprise advisors
Learn about our advisors, including fees, credentials and more.