Managed Advice is a comprehensive retirement planning service using advanced research and technology to provide you with a personalized investment strategy that can help keep you on course to and through retirement.
Simply log in to your account to sign up today.
If you are currently using PortfolioXpress®, you will need to unsubscribe from that service in order to subscribe to Managed Advice.
When it comes to your health, getting a regular checkup or working with a professional trainer can help keep you on course for a healthier future. Managed Advice is powered by Morningstar Investment Management, an industry leader in investment research and retirement planning. Consider it your professional "retirement trainer" to help get you in shape for a wealthier retirement.
Managed Advice uses information about you — some that's already in your Transamerica account and some that you provide in your Managed Advice profile — to create a portfolio designed specifically for your financial situation. Nothing "off the shelf" about it.
Signing up for Managed Advice takes about five minutes. If you have questions about the subscription process or the service in general, you can speak with a Transamerica Investment Advisor Representative.
Managed Advice® may not be available on your plan.
1 “Average Financial Advisor Fees & Costs, 2017-2018 Report, Understanding Advisory & Investment Management Fees,” 2018 AdvisoryHQ.
Our retirement advisors play an important role in Managed Advice, answering your retirement-related questions. Transamerica and its representatives do not provide tax or legal advice. For legal or tax advice on your situation, please consult your attorney or processional tax advisor.
*Important: The projections or other information generated by the engine regarding the likelihood of various investment outcomes are hypothetical, do not reflect actual investment results, and are not guarantees of future results. Results derived from the tool may vary with each use and over time.* Please visit your plan website for more information regarding the criteria and methodology used, the engine’s limitations and key assumptions, and other important information.
Managed Advice provides you with an asset allocation mix of funds available within the plan. The asset allocation mix will be automatically rebalanced and reallocated, managing risk and return as your settings and goals change over time. Additional fees and terms and conditions apply to the Managed Advice service. Participants will continue to bear the fees of the underlying investment options in the Managed Advice account. Managed Advice portfolios are subject to the same risks as the underlying asset classes in which they invest. The higher the portfolio’s allocation to stocks, the greater the risk. Managed Advice utilizes models, algorithms and/or calculations ("Models"), which have inherent risks. Models may incorrectly forecast future behavior or produce unexpected results resulting in losses. The success of using Models depends on numerous factors, including the validity, accuracy and completeness of the Model’s development, implementation and maintenance, the Model’s assumptions, factors, algorithms and methodologies, and the accuracy and reliability of the supplied historical or other data. If incorrect data is entered into even a well-founded Model, the resulting information will be incorrect. Investments selected with the use of Models may perform differently than expected as a result of the design of the Model, inputs into the Model, or other factors. The principal value of the portfolio is never guaranteed. Investment return and principal value will fluctuate with market conditions, and participants may lose money.
The Managed Advice® service is offered through Transamerica Retirement Advisors, LLC (TRA), an SEC registered investment advisor. Transamerica Retirement Solutions and TRA are affiliated companies. Morningstar Investment Management, LLC®, a wholly-owned subsidiary of Morningstar, is an SEC-registered investment advisor that serves as an independent financial expert and provides the underlying investment advice and portfolio management methodology for the Managed Advice service. Morningstar is not affiliated with any Transamerica companies. Please see the Managed Advice agreement for more information on the terms and conditions that apply.
Neither TRA nor the Managed Advice service provides advice for, recommends allocations of, or manages individual stocks, self-directed brokerage accounts, or employer-directed monies, even if they are available for investment in a plan. Neither TRA nor Morningstar®, as the independent financial expert, selects or endorses any of the particular investment options available in a plan through the Managed Advice service. Under the enhanced Managed Advice® service, the designated plan investment options used within the Managed Advice service portfolios may include Transamerica proprietary investment funds or stable value products offered by Transamerica affiliates.
This material was prepared for general distribution. It is being provided for informational purposes only and should not be viewed as an investment recommendation. All Transamerica companies identified are affiliated, but are not affiliated with your employer.
Securities are offered through Transamerica Investors Securities Corporation (TISC), member FINRA, 440 Mamaroneck Avenue, Harrison, NY 10528. All Transamerica companies identified are affiliated.