Maximizing Investment Potential: A State Street Model Portfolios Discussion

Maximizing Investment Potential:

A State Street Model Portfolios Discussion

State Street’s ETF Model Portfolios are time-tested solutions powered by institutional expertise. Our portfolio solutions are designed to meet unique investment needs, allowing you to focus on the client experience and grow your practice. You can easily access our models through the TD Ameritrade Model Market Center (MMC).

Join us as we discuss:

State Street ETF Model Portfolios offered through TD MMC
Our investment framework, track record, and key performance drivers
An overview of the MMC and iRebal platforms
Resources and support to help you continue to grow your practice

Date and Time

Thursday, April 27, 2:00 p.m. ET

Meet the Speakers

Jerry Wilkerson

Director, Managed Accounts and Alternative Investments

Charles Schwab & Company, Inc., | TD Ameritrade, Inc.

Ryan Federico

Senior Manager, Managed Accounts

Charles Schwab & Company, Inc., | TD Ameritrade, Inc.

Ed Fothergill

Vice President, National Account Manager

Independent Wealth Management

State Street Global Advisors SPDR

Ryan O’Carroll

Vice President, Western Division Director

Independent Wealth Management

State Street Global Advisors SPDR

David Marshall, CFA, CAIA, FRM

Vice President, ETF Model Portfolio Strategist

State Street Global Advisors SPDR

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H2 Speakers (Bio Photo & Bio Summary)

For Investment Professional Use Only.

Important Risk Information

Investing involves risk including the risk of loss of principal.

This webcast is provided for informational purposes only and should not be considered investment advice or an offer for a particular security or securities. The views and opinions expressed by the speaker are those of his or her own, and do not necessarily represent the views of State Street or its affiliates.

ETFs trade like stocks, are subject to investment risk, fluctuate in market value and may trade at prices above or below the ETFs net asset value. Brokerage commissions and ETF expenses will reduce returns.

Intellectual Property Information: The S&P 500^®Index is a product of S&P Dow Jones Indices LLC or its affiliates (“S&P DJI”) and have been licensed for use by State Street Global Advisors. S&P^®, SPDR^®, S&P 500^®, US 500 and the 500 are trademarks of Standard & Poor’s Financial Services LLC (“S&P”); Dow Jones^® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”) and has been licensed for use by S&P Dow Jones Indices; and these trademarks have been licensed for use by S&P DJI and sublicensed for certain purposes by State Street Global Advisors. The fund is not sponsored, endorsed, sold or promoted by S&P DJI, Dow Jones, S&P, their respective affiliates, and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability for any errors, omissions, or interruptions of these indices.

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Exp. Date: 4/30/2024

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