Ameriprise® Signature Wealth ProgramTM
A way to feel more confident as you invest
The Ameriprise® Signature Wealth Program™ combines the advice of your Ameriprise financial advisor and insights from multiple investment providers to help guide your investment decisions. The result is a more holistic approach designed around your needs, so you can move forward with more clarity.
When your portfolio is personalized, you can stay focused on your financial priorities knowing your advisor is helping keep your investments aligned with your goals.
The Ameriprise® Signature Wealth Program™ brings your investments together into one clear view, guided by your financial goals.
When everything is connected, it's easier to see how your portfolio is progressing and where it’s headed.
Investing tailored to you
One connected approach
A single portfolio can bring several accounts together, making it easier to monitor, adjust and manage your investments.
Broad insights
Your financial advisor combines their guidance with insights from several investment providers to help shape your portfolio.
Built-in flexibility
As your needs change, your investment strategy can evolve with it — without losing sight of your broader financial goals.
Built for real life — and real goals
Alicia's story
Alicia is balancing a demanding career while caring for her family and helping support her aging parents.
Before
She wants to stay involved in her investments but doesn't have the time or desire to manage every detail herself.
After
Alicia’s advisor uses the Ameriprise® Signature Wealth Program™ where she can provide input on her investments and focus on what matters most to her:
- A more streamlined view of her investments
- Investment options from several professional managers
- Ongoing support as her priorities shift
David and Maria's story
After years of building their savings, David and Maria are looking forward to retirement. They want a clearer view of how their accounts work together to support what's next.
Before
They have meaningful savings but want to understand how their investments can support their income needs in retirement.
After
With the Ameriprise® Signature Wealth Program™, David and Maria’s advisor aligns their investments into a single portfolio that makes it easier to see how their investments can support their plans in retirement:
- A structured proposal to move investments into one portfolio
- Greater visibility and insights into their investments through consolidated reporting
- Trusted guidance as they make plans to fund their home projects and legacy goals
Andre's story
As a business owner and experienced investor, Andre likes evaluating new investment ideas and seeing how they fit within his portfolio.
Before
He actively follows the markets and values having visibility into his investments’ performance, especially as his portfolio grows more complex.
After
Andre’s advisor introduces the Ameriprise® Signature Wealth Program™ and brings his investments together into one portfolio. This makes it easier for him to engage on his terms:
- An efficient approach to tracking his portfolio
- Greater choice, including investments that appeal to him as an experienced investor
- A strategic role in shaping important investment decisions
The case studies above are shown for illustrative purposes only and do not represent actual clients, actual investment results, or the experience of any specific investor. Actual client experiences will vary.
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Life won't stand still. Your investment strategy shouldn't either.
Talk with your financial advisor to see how the Ameriprise® Signature Wealth Program™, or one of our other investment advisory solutions, can help your investment strategy stay on track through life's changes.
What is the Ameriprise® Signature Wealth Program™?
The Ameriprise® Signature Wealth Program™ is an investment advisory solution that brings investments together into a coordinated portfolio designed around your goals. Your financial advisor works with you to create and oversee your portfolio while incorporating insights from multiple investment providers.
Who may benefit from the Ameriprise® Signature Wealth Program™?
The Ameriprise® Signature Wealth Program™ may be a good fit for investors who want personalized advice, ongoing portfolio management and a more streamlined way to manage their investments. By bringing investments together, it can help simplify oversight while keeping the focus on your long-term goals.
Can the Ameriprise® Signature Wealth Program™ be tailored to my goals and preferences?
Yes. The Ameriprise® Signature Wealth Program™ is designed to help your advisor tailor their portfolio recommendations to your goals, financial situation and investment preferences. Whether you're saving for retirement, planning major purchases, building wealth or pursuing legacy goals, your portfolio can be customized to support multiple objectives and align with your broader financial plan.
Does my advisor still oversee my investment strategy if I use the Ameriprise® Signature Wealth Program™?
Yes. Your financial advisor helps build and oversee your investment portfolio, while drawing on insights from experienced investment providers. As your goals, needs or circumstances change, your advisor can make recommendations to help keep your investments aligned with your broader financial plan over time.
What investment options can be included in the Ameriprise® Signature Wealth Program™?
The Ameriprise® Signature Wealth Program™ is a flexible unified managed account (UMA). It combines professional investment management through model portfolios with popular solutions like mutual funds, exchange traded funds and separately managed accounts (SMAs) into a single account ownership. Based on your needs, your advisor will recommend specific investment options designed to support your goals and overall financial plan.
Discover how the Ameriprise® Signature Wealth Program™, or one of our other investment advisory solutions, can help you plan for what’s next.
Discover how the Ameriprise® Signature Wealth Program™, or one of our other investment advisory solutions, can help you plan for what’s next.
Or, request an appointment online to speak with an advisor.
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Background and qualification information is available at FINRA's BrokerCheck website.
Ameriprise Financial Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
Diversification and asset allocation do not assure a profit or protect against loss.
Please review the Ameriprise® Managed Accounts Client Disclosure Brochure or, if you elected to pay a consolidated advisory fee, the Ameriprise Managed Accounts and Financial Planning Service Disclosure Brochure, for a full description of services offered, including fees and expenses as well as any applicable updates.
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.