Transamerica One - Wealth Management Platform


What are you saving for? There are countless reasons to prepare for the future — to fund a desired retirement, pay down a mortgage, or cover healthcare costs — just to name a few. A sound financial future looks different to everyone, but sound financial advice is helpful to anyone.

Professional money management could be a great way for you to pursue your financial goals. The Transamerica ONE Wealth Management Platform can give you access to sophisticated management strategies even if you only have a modest amount to invest.

Investors can access institutional and boutique, third-party portfolio managers through Transamerica ONE for a minimum investment of $25,000. The platform connects you, your investment advisor representative, custodian, and portfolio managers all in one place so that you’re always in control of your investments.


Transamerica Financial Advisors bring more than 30 years of experience to the table and the platform was built to leverage that wealth of knowledge.  Transamerica ONE was assembled thoughtfully with investors in mind.  It's an advisory acount that offers access to multiple investment strategies in a single, separately managed account that that is customizable to different needs.  This means you have a rare opportunity in an industry where it typically takes a large account to access professional money management.  With multiple strategies available from boutique firms, I can work directly with select money managers to assemble a portfolio that is designed to meet your risk tolerance and give you a chance to meet your specific goals.  After all, you're unique - your portfolio should be too.


An investment platform should come with the features you need. Take advantage of:

  • Online access to accounts

  • Fractional share trading and diversification

  • Digital statements and tax reports

  • Exclusive proprietary technology

  • Customizable allocations


Financial advice needs to keep up with a changing world. This is what a modern, separately managed account looks like:

  • Active management by experienced money management firms

  • No fees for transactions*

  • One monthly fee based on the value of account**

  • A minimum investment of $25,000


Over time, your investment objectives may change. Your platform doesn’t have to. Leverage multiple investment themes, including:

  • Risk-based global diversification

  • Global tactical allocation

  • Dynamic and alternative strategies

  • Defensive and low-volatility portfolios

  • Tax-advantaged strategies

  • Active and passive investing

* An investment advisory account carries an annual advisory fee based on assets in the account.
** For a complete description of all fees, costs, and expenses, please refer to Form ADV Part 2A Appendix 1

1 Investments are subject to market risk, including the loss of principal.

2 FOLIOfn Investments, Inc., the custodian, may charge additional fees for certain brokerage-related services. Please refer to their pricing schedule, at, for details.

3 Diversification does not guarantee a profit or protect against loss

Custodian for Transamerica ONE accounts is FOLIOfn Investments, Inc., a registered broker dealer, member FINRA, MSRB, and SIPC.  TFA and FOLIOfn are not affiliated companies.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck