Transamerica Alpha - open an account...

Transamerica Alpha Digital Investment ProgramThis online, automated investing and money management service gives you access to professional money management and numerous online tools that can help you monitor and manage your investments.  One nice feature about this program is that unlike many professionally managed investment options, there is no investment minimum.

Transamerica Alpha helps you stay focused on your goals as well.  Simply input the amount of money you need to reach your goal and the number of years you have to achieve it. The Program will tell you how much money you need to regularly invest and recommend an investment allocation in an attempt to help you reach your goal. The program gives you the choice to invest in a customized, globally diversified portfolio of stock and bond Exchange-Traded Funds (ETFs).  

Transamerica® ALPHA offers other great features including:

  • Manage investments by setting a goal and strategy that can include investing in customized, diversified portfolios of stock and bond Exchange-Traded Funds (ETFs). 
  • Monitor investments through your online and mobile dashboard with access to all your accounts. 
  • Save time through the platform’s automation features, including tax-efficient rebalancing, tax-loss harvesting, automatic dividend reinvesting, and automatic deposits. 
  • Save money with no fees for trades or transactions with Transamerica® ALPHA. Instead, pay only an investment advisory fee based on the total account balance.
All of this, and more...
If you’re interested in learning about this great new way to invest, please call me or you can follow this link and open a new account online in under 10 minutes...
Available Account Types:
  • INDIVIDUAL - A personal investing account you can use for any investment goal.
  • ROLLOVER - Transfer an existing IRA or roll over an employer-sponsored plan like a 401(k).
  • IRA - We offer Traditional, Roth and SEP IRA accounts.
  • JOINT ACCOUNT - A jointly owned investing account you can use for any investment goal.
  • TRUST - An account in the name of an existing trust.

(if you are unsure which is appropriate for your scenario, simply contact me direclty)

I think this is a great way to start investing for your future.  If you know someone who may be interested in this type of program, please let me know and I would be happy to reach out to them as well.
For more information about me as an Investment Advisor Representative, please review the attached Link-> Form ADV Part 2B.
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck