2007 Press Releases

Transamerica Financial Advisors Announces Alliance with FOLIOfn Institutional for New ETF Program


LOS ANGELES, California – Transamerica Financial Advisors, Inc. (“Transamerica”) announced the selection of FOLIOfn Institutional to launch its new Transamerica I-Series℠, a separately managed account program utilizing Exchange Traded Funds (ETFs).

This launch is part of a long-range strategy to introduce new and innovative investment programs to the Transamerica advisor network. Scheduled for late September, the rollout will initially consist of five ETF-based asset allocation portfolios developed for clients of Transamerica’s Investment Advisor Representatives.

“We created this program to satisfy the demand from advisors for a model-based ETF solution that was low-cost and provided broad diversification for their clients,” explained Sandy Brown, President of Transamerica Financial Advisors. Eventually, the Transamerica I-Series℠ product offering will be expanded to include other ETF-based strategies such as core-satellite and target maturity portfolios. “FOLIOfn Institutional’s innovative technology platform is ideally suited to ensure a successful launch,” Brown said. “The Transamerica I-Series℠ strengthens Transamerica’s overall fee-based offerings and will attract new advisors to our Advisory programs.”

“We are excited about the opportunity to align our firm with a market leader like Transamerica Financial Advisors on this important initiative,” commented Greg Vigrass, President of FOLIOfn Institutional. “We see this roll-out as significant and feel the opportunity exists to jointly deliver some innovative and unique programs.”

About Transamerica Financial Advisors, Inc.

A full-service broker/dealer, Transamerica Financial Advisors, Inc. is a Financial Industry Regulatory Authority (FINRA) member broker/dealer, a SEC registered broker/dealer and investment advisor, and an AEGON company.

AEGON is one of the world’s leading life insurance and pension companies, and a provider of investment products. With headquarters in The Hague, the Netherlands, AEGON companies employ approximately 27,000 people. AEGON’s established markets include the United States, the Netherlands and the United Kingdom. Visit https://tfa.transamerica.com for more information about Transamerica Financial Advisors.

About Folio Investing

Folio Investing, a division of FOLIOfn Investments, Inc., is an online brokerage that enables investors to manage stocks, ETFs, and mutual funds as integrated investment portfolios called “Folios” that deliver better control, greater transparency, and lower cost. Investors can create their own Folios, much like creating personalized ETFs or mutual funds, or invest in over 100 Ready-to-Go Folios representing market indices, sectors, geographical regions, target dates, and more. The Folio Unlimited Plan features unlimited commission-free trading in twice-daily windows for only $29 a month or $290 a year. Ready-to-Go Folios can be managed or unmanaged, are not registered investment companies, and are offered by FOLIOfn Investments, Inc., a registered broker-dealer. FOLIOfn Investments, Inc. does not provide investment, tax, or legal advice. FOLIOfn Investments, Inc., is a member of FINRA/SIPC.