TFG approves Fund Architects Portfolios for ETF strategies

Added to approved investment list

ETF, coins ETF, coins

The following is from Fund Architects...

Fund Architects LLC, a provider of dynamic asset allocation portfolios designed for a broad range of investors, today announced that two of its strategies have been added to Transamerica Financial Group's (TFG) approved investment list.

TFG, a division of Transamerica Financial Advisors, Inc., works with a team of some of the most well known product providers and third-party money managers in the industry, giving its representatives the ability to choose appropriate products and services for their clients' financial circumstances.

Fund Architects has also been approved as an overlay manager for TFG's variable annuity and variable life product offerings.

"We think highly of the team at TFG, and we're particularly pleased to be approved for their advisers," said Keith Reed, co-founder and Executive Vice President of Fund Architects. "Inclusion on such an important platform is another step toward our goal of making independent, quality money management easily accessible to the marketplace."

All Fund Architects portfolios are constructed from a broad universe of exchange traded funds (ETFs) and mutual fund managers, using fundamental and quantitative analysis. Specific strategies approved for the Transamerica Wealth Management Strategies Platform include:

  • Dynamic ETF
  • Conservative ETF

Fund Architects recently announced it had hired three prominent investment professionals to help direct the firm's asset allocation models. The new team -- co-Chief Investment Officer J.C. Waller, Henry Ma, Ph.D., CFA, and Jun Zhu, Ph.D., CFA -- is working with the firm's president, Burt Snover, who has been leading the Investment Committee since January.

"I think our team's ability to deliver sophisticated asset allocation strategies is second to none," says Mr. Snover, who serves as co-CIO with Mr. Waller. "We're eager to get to work with the financial advisers at TFG."

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