Klear(k) -- The Rx for Retirement Plans -- Finally, A Fully Transparent, Cost-Efficient 401(k) Plan
Longview Financial Advisors, LLC and Folio Institutional announce today that Longview Financial Advisors has launched Klear(k), a revolutionary new retirement plan program that gives plan sponsors a better way to access Exchange Traded Funds ("ETFs") thru FOLIOfn's investment platform.
Wilmington, DE (PRWEB) July 9, 2009 -- Longview Financial Advisors, LLC and Folio Institutional announce today that Longview Financial Advisors has launched Klear(k), 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) 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)," stated Alan Smith of Folio Institutional.
Key features of the Klear(k) 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
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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. 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) 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.
Plan Sponsor and Financial Advisors interested in learning more about the Klear(k) program can call Longview Financial Advisors at (866) 855-0600.
About Longview Financial Advisors, LLC:
Longview Financial Advisors, LLC, is a Registered Investment Adviser with offices in Wilmington, Delaware and Mount Laurel, New Jersey. As a fee-only financial advisor, Longview specializes in personal asset management for high net worth individuals, families, institutions and retirement plans. Longview offers the experience and sophistication of a large, institutional investment firm, with a level of attention and client service only an independent, employee-owned company can provide. Klear(k) is a registered trademark of Longview Financial Advisors, LLC. For more information, email invest (at) longviewfp.com or call (866) 855-0600.
About Folio Institutional:
FOLIOfn Investments, Inc. delivers innovative investment solutions to financial professionals and institutions through Folio Institutional. At the core of all Folio Institutional products and services is the propriety FOLIO Advisor trading platform. FOLIO Advisor enables users to manage stocks, ETFs, and mutual funds as integrated investment portfolios ("Folios") that deliver better control, greater transparency, and lower cost. Advisors can create their own Folios, much like creating customized ETFs or mutual funds, and make them available to investors. They can also access over 100 Ready-to-Go Folios representing market indices, sectors, geographical regions, target dates, and more. Ready-to-Go Folios can be managed or unmanaged and are offered by FOLIOfn Investments, Inc., a registered broker dealer, and are not registered investment companies. FOLIOfn Investments, Inc. does not provide investment, tax, or legal advice. FOLIOfn Investments, Inc., is a member of FINRA/SIPC. For more information, please visit www.folioinstitutional.com.
For media inquiries, please contact:
Longview Financial Advisors, LLC
Peter Ponzio
Managing Partner
Longview Financial Advisors, LLC
3512 Silverside Road, Suite 9
Wilmington DE, 19810
Phone: (866) 855-0600
Folio Institutional
Alan Smith
Vice President - Retirement Services
FOLIOfn Investments, Inc.
8180 Greensboro Drive, 8th Floor
McLean, VA 22102
Phone: (803) 631-5078
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