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Products July 9, 2009
New Plan Program Provides Access to ETFs
Longview Financial Advisors, LLC, has launched Klear(k), a new retirement plan program that gives plan sponsors a way to access exchange-traded funds (ETFs) through FOLIOfn's investment platform.
Reported by Rebecca Moore
The Klear(k) 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, according to the release from Longview and Folio Institutional, a division of FOLIOfn Investments, Inc. The goal of the program is to provide better investment options with more control, greater transparency, and lower cost to plan sponsors and participants.
Key benefits of the Klear(k) retirement plan program, according to the release, include:
- Cost efficiency: offers reasonable 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) 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.
Plan sponsors and financial advisers interested in more information can call Longview Financial Advisors at 866.855.0600.