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Portfolio > ETFs

Transamerica, FOLIOfn Team Up

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Transamerica Financial Advisors has picked FOLIOfn Institutional as its partner of choice as it launches its new Transamerica I-Series, a separately managed account program utilizing ETFs.

The new program is part of a long-range strategy to introduce new and innovative investment programs to the Transamerica advisor network. The fourth quarter roll-out initially consisted of five ETF-based asset allocation portfolios developed for clients of Transamerica’s IA reps.

“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,” explains Sandy Brown, Transamerica president.

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 says. “The Transamerica I-Series strengthens Transamerica’s overall fee-based offerings and will attract new advisors to our advisory programs.”

FOLIOfn is also enthusiastic about the team-up. “We are excited about the opportunity to align our firm with a market leader like Transamerica Financial Advisors on this important initiative,” says 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.”

Ron DeLegge is the San Diego-based editor of


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