Keith is Director, Investment Products and Guidance for TD Ameritrade, where he has worked since 2014. Keith and his team provide financial solutions that help investors who are looking for professional guidance in creating and managing a diversified portfolio. Through TD Ameritrade Investment Management, LLC, he and his team have created a suite of managed portfolios, including Essential Portfolios and Selective Portfolios, to help investors pursue their financial goals as they grow and change. Keith holds the Series 7, 24, and 66 securities licenses.
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Portfolio managers often use questionnaires to help investors with asset allocation, but sometimes there’s a disconnect between investors’ answers and their real-life objectives and risk tolerance. Keith Denerstein of TD Ameritrade explains.
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A well-diversified strategy with wider exposure across the market might seem less thrilling than chasing leaders, but might give investors a better chance to meet goals.
Robot trading programs are so popular, it’s easy for investors who utilize them to just stop checking. But really, you should periodically review your investments to see if your objectives are still being met.
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Financial Communications Society 2016
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Content Marketing Awards 2016
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