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Portfolio > ETFs

ETFs in Retirement Plans

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Invest n Retire, a Portland, Oregon-based company in the business of providing technology solutions to the retirement finance industry, has added New York -based WisdomTree Investments’ ETFs to its platform for managing tax-deferred retirement plans.

Invest n Retire designed a (patent pending) proprietary system and methodology for managing tax-deferred retirement plans, which allows participants to include ETFs in their retirement portfolios without passing on most commissions to the participants. This allows employees to own individual and fractional shares of ETFs in their portfolio without forcing them to shoulder the expense of setting up individual directed brokerage accounts.

“WisdomTree’s ETFs are truly innovative because they fill a gaping hole in the ETF market,” said Darwin Abrahamson, founder and CEO of Invest n Retire. “The WisdomTree ETFs represent a complete family of low-cost, fundamentally weighted ETFs, which give advisors the ability to design flexible model portfolios across a broad range of U.S. and international markets.”

WisdomTree has launched 30 ETFs since June 2006, which cover all major domestic and international market capitalizations.


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