Broker Check

IS THE TRANSAMERICA ONE WEALTH MANAGEMENT PLATFORM FOR YOU?

Transamerica ONE offers access to unbiased, professional money managers. Drawing on their knowledge and experience, you have more time to focus on what is more important — living life.  

The Transamerica ONE platform has diverse investment strategies developed by both institutional and boutique third-party model portfolio managers.  These managers consistently monitor the global markets and make adjustments to their models to help ensure that the strategy is appropriately executed.  The platform allows your financial advisor to offer these model portfolios and customize a strategy for you in a single investment account.  With $25,000 you have access to both our proprietary model portfolios and third-party models — giving you choices and the flexibility to select strategies that match your goals and objectives.

TRANSAMERICA ONE BENEFITS:

  • Access to multiple institutional and boutique model managers through one investment platform.
  • Customized Allocations - The ability to invest across multiple model portfolios with low minimum investment levels.
  • Multiple investment strategies in a single separately managed account customized for you.
  • Online access to your accounts.
  • No per transaction charges.*
  • One monthly fee based on the value in your account.

Introducing Transamerica ALPHA ….

a digital, managed, fee-based investment account.  It puts technology at your fingertips to help you understand your financial picture as it manages your investments in a customized, globally diversified portfolio.  You also have access to a TFA Investment Advisor Representative, professional money management, and a host of online tools designed to monitor and manage your investments.  You only need a minimum of $10 to open a Transamerica ALPHA account, then the program's goal-based investment algorithm enables you to assess if you're on track to meet your goals.  Plus, you can access your account any time when you're on the go on your smartphone or mobile device.

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