Money Manager Strategies

Below is a list of money managers available in the Select Money Manager X-Change (MMX) program. This list is subject to change and certain restrictions. If you are interested in a money manager not currently on the list, please have the money manager request access to TCA by E*TRADE’s platform by contacting MMX@trustamerica.com and/or contact your Relationship Manager.

Select MMX Money Managers

Find the money manager and strategy that work best for you and your clients

Displaying 105 Results Expand All Collapse All Filter
  • BTS Asset Management

    Select Bond Asset Allocation Portfolio

    Strategy Category:
    Absolute Return, Alternative, Fixed Income, Income/High Yield, Risk Management

    Investment Vehicles:
    Mutual Funds

    Avg. Trade Frequency:
    6-8 times per year

    Standard Fee:
    1.00%

    Minimum Account Size:
    $25,000

    Typical Trade Time:
    Mid-day

    Seeks to preserve capital, aims to offer downside protection and upside potential, strives to reduce volatility while delivering consistent long-term returns.

    Fee discount to 0.95% for assets $20 million and above.

    Contact:

    Gary Shilman
    (800) 343-3040 x339
  • BTS Asset Management

    Select Seasonality/Bond Asset Allocation Portfolio

    Strategy Category:
    Absolute Return, Alternative, Fixed Income, Income/High Yield, Risk Management

    Investment Vehicles:
    Mutual Funds

    Avg. Trade Frequency:
    6-8 times per year

    Standard Fee:
    1.00%

    Minimum Account Size:
    $25,000

    Typical Trade Time:
    Mid-day

    The portfolio aims to be invested in stock funds during the historically favorable portion of the year and out of stock funds during the historically less favorable portion. When the portfolio is not invested in stocks, it moves assets among high yield bond, government bond, and money market funds.

    Fee discount to 0.95% for assets $20 million and above.

    Contact:

    Gary Shilman
    (800) 343-3040 x339
  • ClearBridge Investments, LLC / Legg Mason Private Portfolio Group, LLC

    ClearBridge Multi Cap Growth Portfolios

    Strategy Category:
    Domestic Equity

    Investment Vehicles:
    Retail SMA

    Avg. Trade Frequency:
    The trading frequency varies, based on instructions received from the subadviser and LMPPG's assessment of how best to achieve best execution.

    Standard Fee:
    0.42%

    Minimum Account Size:
    $50,000

    Typical Trade Time:
    The timing of trades by LMMPG varies, based on instructions received from the subadviser and LMPPG's assessment of how best to achieve best execution.

    The SMA takes a concentrated, high-conviction approach to growth investing, emphasizing stocks across the market capitalization spectrum. The process is based on the expectation of owning companies for many years to allow for the compounding of earnings and cash flows, generally resulting in low portfolio turnover historically.*

    Contact:

    Tyler Porterfield
    303-210-3883
  • ClearBridge Investments, LLC / Legg Mason Private Portfolio Group, LLC

    ClearBridge Large Cap Growth Portfolios

    Strategy Category:
    Domestic Equity

    Investment Vehicles:
    Stocks

    Avg. Trade Frequency:
    10 trades per month

    Standard Fee:
    0.40%

    Minimum Account Size:
    $50,000

    Typical Trade Time:
    Prior to 10am

    The ClearBridge Large Cap Growth Portfolios seek high-quality, large-company stocks that can provide the potential for solid long-term performance.

    Contact:

    Tyler Porterfield
    303-210-3883
  • ClearBridge Investments, LLC / Legg Mason Private Portfolio Group, LLC

    ClearBridge internatinal Growth ADR Portfolios

    Strategy Category:
    Global/International Equity

    Investment Vehicles:
    Stocks

    Avg. Trade Frequency:
    10 trades per month

    Standard Fee:
    0.43%

    Minimum Account Size:
    $50,000

    Typical Trade Time:
    Throughout the day

    Contact:

    Tyler Porterfield
    303-210-3883
  • ClearBridge Investments, LLC / Legg Mason Private Portfolio Group, LLC

    ClearBridge Dividend Strategy Portfolios

    Strategy Category:
    Domestic Equity

    Investment Vehicles:
    Stocks

    Avg. Trade Frequency:
    10 trades per month

    Standard Fee:
    0.40%

    Minimum Account Size:
    $50,000

    Typical Trade Time:
    Throughout the day

    The ClearBridge Dividend Strategy Portfolios invest primarily in dividend-paying stocks that offer the potential for income growth and capital appreciation over time. The investment team believes that companies that exhibit market leadership, coupled with solid balance sheets and strong dividend profiles, are attractive investment candidates for the long-term investor.

    Contact:

    Tyler Porterfield
    303-2103883
  • ClearBridge Investments, LLC / Legg Mason Private Portfolio Group, LLC

    ClearBridge Mid Cap Portfolios

    Strategy Category:
    Domestic Equity

    Investment Vehicles:
    Stocks

    Avg. Trade Frequency:
    11 trades per month

    Standard Fee:
    0.42%

    Minimum Account Size:
    $50,000

    Typical Trade Time:
    Throughout the day

    Portfolios is an individually managed portfolio primarily composed of medium-sized U.S. companies. ClearBridge's commitment to the mid-capitalization asset class is supported by an experienced portfolio management team.

    Contact:

    Tyler Porterfield
    303-210-3883
  • CLS Investments, LLC

    American Funds

    Strategy Category:
    Risk Management, Multi-Asset Class

    Investment Vehicles:
    Mutual Funds

    Avg. Trade Frequency:
    Quarterly

    Standard Fee:
    0.35%

    Minimum Account Size:
    $25,000

    Typical Trade Time:
    Intermittent

    Dynamic Risk Management of global investments. Different variations of the portfolio exist, including Aggressive Growth 100, Aggressive Growth 85, Growth 70, Moderate Growth 60, Moderate 50, and Conservative Growth 30.

    Contact:

    Mike Zarren
    402.896.7045
  • CLS Investments, LLC

    CLS Core Plus ETF

    Strategy Category:
    Risk Management, Multi-Asset Class

    Investment Vehicles:
    ETFs

    Avg. Trade Frequency:
    Quarterly

    Standard Fee:
    0.35%

    Minimum Account Size:
    $25,000

    Typical Trade Time:
    Intermittent

    Dynamic Risk Management of global investments.  Different variations of the portfolios exist, including 100 Aggressive, 90 Aggressive, 75 Moderately Aggressive, 60 Moderate, 50 Moderate, 40 Moderately Conservative, and 30 Conservative.

    Contact:

    Mike Zarren
    402.896.7045
  • Earth Equity Advisors

    Green Sage Sustainability Portfolio

    Strategy Category:
    Social Responsible Investing, Domestic Equity

    Investment Vehicles:
    ETFs, Stocks

    Avg. Trade Frequency:
    Biannually

    Standard Fee:
    0.60%

    Minimum Account Size:
    $25,000

    Typical Trade Time:
    Morning

    The Green Sage Sustainability Portfolio is our Signature Fossil Fuel Free individual equity portfolio. It is an all-cap global collection of sustainable companies.

    Contact:

    Peter Krull
    877-235-3684 ext1

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