2010 Press Releases

MyPlanIQ Strategic and Tactical Asset Allocation Portfolios to be Offered via Folio Investing Brokerage Platform

MyPlanIQ Portfolios Expand Third-Party Offerings Available through Folio’s Unique Platform to More Than 30


McLean, Virginia and San Francisco, California – MyPlanIQ, a leading provider of advanced customized investment strategies for participants in IRA’s, 401(k)s and other retirement and taxable accounts, announced today that it will offer model investment portfolios based on its proven strategy through Folio Investing, the unique online brokerage optimized for portfolio investing.

The new portfolio models are the latest enhancement to Folio Investing’s inventory of third party Folios—pre-designed portfolios provided by some of the industry’s leading advisors and researchers—and bring the number of these portfolios to 31.

MyPlanIQ combines strategic and tactical asset allocation strategies to deliver customized investment portfolios based on investors’ risk profile and plan funds. Strategies are based on principles widely tested and adopted by academic researchers and leading wealth managers. The company has been providing guidance to participants in 401(k)s, 403(b)s, IRAs and other retirement plans since 2009.

Folio Investing enables investors to create—in a single transaction—custom investment portfolios called “Folios” that can be diversified and easily purchased like mutual funds but are highly customizable, tax efficient, and low-cost. Investors may design their own Folios, choose from an array of pre-designed Folios, or follow the strategy of a third party (such as an investment newsletter). Because investors can trade whole and fractional shares, regular investing is easy for all asset sizes. Folio Investing provides commission-free trading to customers using a patented window trading process for the low fee of $29 monthly, or $290 annually.

“Millions of Americans know they need to do more to prepare for their retirement,” said Simon Napper, founder and president of MyPlanIQ. “Our proven strategies are developed to enable small investors to access effective asset allocation strategies once available only to large pension funds and high net worth investors. These strategies are easy to implement and use, and totally customized to the user’s risk profile.”

The MyPlanIQ Strategic Asset Allocation (SAA) and Tactical Asset Allocation (TAA) Folios will be updated monthly by MyPlanIQ. Investors in the Folios will receive monthly notifications, which include rebalancing instructions. In addition, investors can implement a variety of model portfolios provided by MyPlanIQ through Folio Investing. “With our link to Folio Investing, investors have a one-click means of executing their transactions,” said Napper. “Together, we make increasing returns and lowering risk simple and affordable.”

There is no charge to use the MyPlanIQ Strategic Asset Allocations (SAA). MyPlanIQ charges a subscription fee of $9.95 per month for access to its Tactical Asset Allocations (TAA).

“The MyPlanIQ Folios are a significant addition to the Brand Name Folios available to our self-directed customers,” said Blaine McLaughlin, vice president of Folio Investing. “This offer allows investors to easily leverage the expertise and ongoing input of knowledgeable investment professionals, and take advantage of amazing flat fee pricing with no trading commissions, while still directing their own investments.”

About MyPlanIQ

MyPlanIQ is a leading provider of advanced investment strategies totally customized to personal risk profile and plan funds. MyPlanIQ can be used by participants of retirement plans (401K, 403B), deferred compensation plans (457), variable annuities, variable universal life plans (VULs), college savings plans (529) and brokerage accounts (IRA, taxable). MyPlanIQ’s tactical asset allocation allows users to achieve significantly higher returns and lower risk than traditional buy and hold strategies without having to spend hours researching investment trends. Utilizing its comprehensive plan data and quantitative investment technology, MyPlanIQ also provides plan rating to help participants evaluate and compare various plans’ investment choices.

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.