Advisory solutions, available through the Ameriprise® Custom Advisory Relationship
Build an investment approach that adapts with your goals and offers the freedom to make investment decisions or delegate them.
Life doesn’t stand still — and your investment approach shouldn’t either. With advisory solutions, you and your financial advisor shape how decisions are made, creating a flexible approach that evolves with you.
Ongoing personalized investment guidance and advice that puts you first
With the Custom Advisory Relationship, you have access to all advisory solutions at Ameriprise Financial within an asset-based cost structure. Goals, market conditions and investment opportunities change over time. The Custom Advisory Relationship allows flexibility and efficiency for you and your advisor to quickly adjust investment strategies specific to your needs.
You can choose different investment advisory services to suit your individual style — whether you want to be hands-on or prefer to delegate some investment decisions to your advisor or professional investment manager and/or investment provider. Your advisor will help you:
- Determine how to allocate your investment assets to achieve the right balance of risk and reward for you.
- Select from a variety of investment products including stocks, bonds, mutual funds and exchange-traded funds (ETFs), as well as professionally managed investment strategies.
Personal advice backed by your advisor and professional insights
Investing isn’t just about choosing investments—it’s about making strategic decisions that support your goals, now and in the future. The Ameriprise® Signature Wealth Program brings structure and a streamlined approach to managing your investments as goals and markets change.
Why some clients choose the Signature Wealth Program
Relationship-first advice
The Signature Wealth Program builds on how you work with your financial advisor, streamlining investments to make tracking and managing your portfolio easier. This helps ensure your investments stay aligned with your goals and overall financial picture.
Diversification of strategy
By bringing the perspectives of multiple investment providers to your portfolio, the Signature Wealth Program goes beyond asset allocation. This added diversification can help create a more resilient investment approach over time.
Guidance for important investment decisions
Your financial advisor leads your investment strategy, while partnering with experienced investment professionals. You benefit from ongoing professional research and personal guidance designed to support you as your goals and life events change.
Talk with your financial advisor to see how the Signature Wealth Program, or one of our other investment advisory solutions, can help support your goals.
Ameriprise offers a wide variety of different investment advisory solutions to suit your needs and preferences.
Choose from different investment advisory services to suit your individual style
| Client directed | Manager directed | Advisor directed | |
|---|---|---|---|
| Overview | Together, you and your financial advisor create portfolios where you provide information to develop appropriate asset allocation and are involved with and approve each investment selection | You and your financial advisor work together to select from a list of institutional quality investment managers and/or investment providers that provide ongoing trading discretion and investment management. | You authorize your financial advisor to create and manage appropriate portfolios. Your financial advisor has discretionary authority over asset allocation and investment selection. |
| Investment minimum |
$2,000 per account; $25,000 per household |
$5,000 to $500,000 per account |
$2,000 per account; $100,000 per household |
| Investment options |
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| Advisory solutions | SPS Advantage |
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SPS Advisor |
Discover personalized investment strategies designed to fit your goals and how you want to invest.
Discover personalized investment strategies designed to fit your goals and how you want to invest.
Or, request an appointment online to speak with an advisor.
At Ameriprise, the financial advice we give each of our clients is personalized, based on your goals and no one else's.
If you know someone who could benefit from a conversation, please refer me.
Background and qualification information is available at FINRA's BrokerCheck website.
Investment products are not insured by the FDIC, NCUA or any federal agency, 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.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.