We offer various options to help you reach your investment and planning goals.
A 529 plan is a tax-advantaged way for families to save money for college tuition and education-related expenses. Browse plans managed by T. Rowe Price to find the right option for you and your family.
*The T. Rowe Price® ActivePlus Portfolios is a discretionary investment management program provided by T. Rowe Price Advisory Services, Inc., a registered investment adviser under the Investment Advisers Act of 1940. Brokerage services are provided by T. Rowe Price Investment Services, Inc., member FINRA/SIPC. Brokerage accounts are carried by Pershing LLC, a BNY Mellon Company, member NYSE/FINRA/SIPC. T. Rowe Price Advisory Services, Inc., and T. Rowe Price Investment Services, Inc., are affiliated companies.
1Brokerage services are provided by T. Rowe Price Investment Services, Inc., member FINRA/SIPC. Brokerage accounts are carried by Pershing LLC, a BNY Mellon Company, member NYSE/FINRA/SIPC.
Build your portfolio from a selection of over 100 professionally managed no-load mutual funds.
Research all our mutual funds based on what matters to you most when it comes to investing. Utilize helpful filters to help you find which options are right for you.
Morningstar 4- and 5- Star Rated Funds
Many of our mutual funds receive the highest ratings in their respective categories.
We combine deep and rigorous data on participants and markets with purposeful and continuous innovation to create a range of target date solutions that reflect investor preferences, behaviors, and actions.
We believe in strategic investing. This means we don’t stop at surface-level analysis in making decisions. More than 3502 of our investment professionals go out into the field to get the answers needed for your investments.
We don’t stop at surface-level analysis. Our depth of understanding has helped inform better decision-making and prudent risk management since 1937.
We offer low account fees along with no setup fees, loads, or sales charges. Over 75% of our funds for individual investors have expense ratios below their peer category averages.3
Direct access to our best thinking with insights from our investment and financial planning professionals.
T. Rowe Price® ActivePlus Portfolios
Model portfolio recommendation based on your time line and risk tolerance
Experts make online portfolio changes and investment decisions on your behalf without advisory fees or commissions. You pay the expenses of the underlying T. Rowe Price funds in your account.
For IRA investors who plan to invest at least $50k or more for three years or more
Advisory Planning Service**
Personalized portfolio advice recommendations that you decide how to implement
Ongoing advisory relationship including annual check-ups to help you stay on track
For investors with at least $250k to invest
Private Asset Management***
One-on-one advice for your customized portfolio
Long-term relationship with personalized service
For investors with at least $5 million to invest in a single, separately-managed discretionary account
**Advisory services are offered by T. Rowe Price Advisory Services, Inc., a registered investment adviser under the Investment Advisers Act of 1940. T. Rowe Price Advisory Services and T. Rowe Price Investment Services are affiliated companies.
***T. Rowe Price Private Asset Management is offered through T. Rowe Price Associates, Inc., a federally registered investment advisor.
Investors at any level enjoy access to a range of complimentary benefits.
Available resources include access to knowledgeable service specialists and proprietary investment content.
Investors with $250k or more in qualifying assets4 are automatically recognized at the Personal Services level.
This program includes an expanded suite of complimentary investment resources, fee waivers, and elevated service to help make managing investments more convenient.
Enhanced Personal Services
Investors with $1 million or more in qualifying assets4 are automatically recognized at the Enhanced Personal Services level.
This program features our most comprehensive package of research and complimentary advice resources to help clients make more informed investment decisions.
All investments are subject to market risk, including the possible loss of principal. This material is provided for general and educational purposes only, and is not intended to provide legal, tax or investment advice. This material does not provide fiduciary recommendations concerning investments or investment management; it is not individualized to the needs of any specific benefit plan or retirement investor, nor is it directed to any recipient in connection with a specific investment or investment management decision.
2As of 12/31/17
3Source: Lipper Inc. 172 of 217 funds (excluding institutional and bank institutional funds as defined by Lipper) more than 6 months old had expense ratios below their Lipper averages based on fiscal year-end data available as of 6/30/18.
4Qualifying investments consist of T. Rowe Price mutual funds, brokerage, T. Rowe Price ActivePlus Portfolios, or T. Rowe Price College Savings Plan accounts that are directly owned; trust accounts for which you are a trustee; or UGMA/UTMA, T. Rowe Price College Savings Plan, or Education Savings Accounts for which you are a custodian. Assets held in a 401(k) plan, a Maryland College Investment Plan, or a University of Alaska College Savings Plan account are also eligible if you have a qualifying investment. Assets held in estate or corporate accounts are excluded. Your qualifying investment assets may be recognized with those of other eligible members of your household toward collective qualification for Select Client Services programs.