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Investment Management

Which is the best route for you?

At SecurePathSM by Transamerica, we understand that different types of clients prefer different styles of investing. Some like being "hands-on" investors. Others prefer to leave all the details to the financial advisors.

Whatever your style, we offer an approach that's right for you.

Compare and contrast different types of services.

Our advisory services offer what you need to clarify your destination, chart your course and track your progress each year. This includes access to personalized service from an experienced advisory team, a step-by-step retirement plan, access to professional investment management, ongoing plan reviews and guidance every step of the way.

  Compare and Contrast Different Types of Services

Want to let the professionals handle your investment decisions?

SecurePathSM Advisory Services puts your account management in the hands of experienced professionals.

Advisory Services

Prefer a more hands-on approach to managing your investments?

The brokerage account offered through SecurePath by Transamerica leaves more of the investment decisions and ongoing management to you.

Open Choice IRA

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The SecurePath Advisory Services program is offered through Transamerica Financial Advisors, Inc., (TFA), a registered investment advisor. To learn more about available investment options, fees and charges and financial planning services included, call 866-248-9421 to request a copy of TFA’s Form ADV, Part II brochure.

SecurePath by Transamerica financial advisors are registered representatives and investment advisor representatives of Transamerica Financial Advisors, Inc., (TFA), member FINRA, SIPC, and Registered Investment Advisor.