TD AMERITRADE's Managed Assets Program (MAP)

The TD AMERITRADE Managed Assets Program (MAP) is a separate account platform that provides advisors with a broad range of managed account solutions through an alliance with Envestnet Asset Management. Through MAP, advisors have access to more than 300 investment options from top third-party institutional money managers, allowing them to introduce their high net worth clients to a level of personalized investment management and portfolio expertise that is usually reserved for the nation's wealthiest individuals and institutions. The managers on the platform have lowered their portfolio minimums to as low as $100,000, helping independent advisors effectively compete with the traditional "wrap fee" programs offered through full-service brokerage firms. MAP is integrated with powerful technology through which advisors can access a host of marketing and reporting services that help them enhance client relationships.

Benefits of the Managed Assets Program (MAP):

• Allows advisors to market to—and retain—high net worth and institutional clients
• Taps into the growing $736 billion* separately managed account industry — which is estimated to exceed $1 trillion in client assets by 2009**
• Helps advisors compete with traditional "wrap fee" programs offered through full-service brokerage firms
• Allows advisors to concentrate on gathering assets and building client relationships
• Customizes client portfolios from institutional money managers
• Lowers investment minimums
• Lowers management fees
• Creates possible tax efficiencies

Within the TD AMERITRADE MAP platform, there are two programs to choose from:

TD AMERITRADE MAP—Premier

• Access to more than 300 institutional portfolios
• Online manager research through Envestnet
• Online reporting on performance, holdings, transactions, and tax gains/losses
• Access to fully automated, online portfolio-building tools, including a proposal generator
• Recommendations from Envestnet Asset Management, with advisor override capability
• Ongoing due diligence on asset managers from Envestnet
• Online, client-accessible quarterly performance statements (available in a printer-friendly format)
• Account opening support
• Online quotes and news
• $100,000 minimum per portfolio***

TD AMERITRADE MAP—PremierPlus

• All MAP Premier services
• Access to Envestnet Asset Management investment consultants to review, analyze and design client portfolios
• Marketing support from Envestnet, including customized client presentations, letters and research
• Portfolio rebalancing alerts
• Economic research and commentary
• $100,000 minimum per portfolio***