SNJ Business People

The Rx for Retirement Plans

07/21/09

  Longview Financial Advisors, LLC and Folio Institutional announce that Longview Financial Advisors has launched Klear(k)tm, a revolutionary new retirement plan program that gives plan sponsors a better way to access Exchange Traded Funds (“ETFs”) thru FOLIOfn’s investment platform.  Longview Financial Advisors is an SEC Registered Investment Advisor providing financial advisory services to individuals and retirement plans. Folio Institutional is a division of FOLIOfn Investments, Inc. and delivers innovative investment solutions to financial professionals and institutions. 
  The Klear(k)tm program offers ETFs, no-load mutual funds, and low-cost, actively managed investment models to 401(k), 403(b), 457, and Defined Benefit retirement plans of all sizes. The goal of the program is to provide better investment options with more control, greater transparency, and lower cost to plan sponsors and participants.  “Plan sponsors are interestedly seeking cost-effective retirement solutions that have transparent fees and flexible investments like ETFs and actively-managed models. Longview's timing is certainly complimentary to the needs of plan sponsors and industry trends alike. Both seem well primed to embrace a program such as Klear(k)tm,”  stated Alan Smith of Folio Institutional. 
  Key features of the Klear(k)tm retirement plan program include: 
  •  Cost Efficiency: Offers reasonable and crystal-clear fees
  •  Transparency: Offers a flexible and transparent investment lineup
  •  Risk Management: Helps mitigate risk through portfolio diversification
  •  Open Architecture: Offers multiple ETF providers
  •  Managed Accounts: Offers proprietary actively managed investment models
  •  Full-Service Solution: Offers investment advisory services, fiduciary benefits and TPA Services 
  Through Folio Institutional’s platform, Longview’s Klear(k)tm program offers investments to retirement plans and their participants as integrated investment portfolios (“Folios”) that can be bought, sold or rebalanced in a single transaction. Disciplined, diversified retirement investing is easier, and more affordable, too.  "For plan sponsors who have been searching for a transparent, easy to use ETF solution, the Klear(k)tm program is the perfect answer. We are extremely excited to roll this out at a time when there is so much attention to reducing plan level fees and expenses. Finally, a plan sponsor or participant can know exactly what securities are held by their funds at all times as well as what fees they are paying,” said Peter J. Ponzio, Managing Director of Retirement Plans at Longview Financial Advisors.  

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