News & Events

Contact for Transamerica Financial Advisors:
Nicole Lorey
(213) 741-5809

Contact for FOLIOfn:
Mary Gotschall
(703) 245-5763

TRANSAMERICA FINANCIAL ADVISORS ANNOUNCES ALLIANCE WITH FOLIOfn INSTITUTIONAL FOR NEW ETF PROGRAM

LOS ANGELES, Sept. 27, 2007 – Transamerica Financial Advisors, Inc. ("Transamerica") announced the selection of FOLIOfn Institutional to launch its new Transamerica I-Series^SM, a separately managed account program utilizing Exchange Traded Funds (ETFs).

This launch is part of a long-range strategy to introduce new and innovative investment programs to the Transamerica advisor network. Scheduled for late September, the rollout will initially consist of five ETF-based asset allocation portfolios developed for clients of Transamerica's Investment Advisor Representatives.

"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," explained Sandy Brown, President of Transamerica Financial Advisors. Eventually, the Transamerica I-Series^SM 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 said. "The Transamerica I-Series^SM strengthens Transamerica's overall fee-based offerings and will attract new advisors to our Advisory programs."

"We are excited about the opportunity to align our firm with a market leader like Transamerica Financial Advisors on this important initiative," commented 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."

About Transamerica Financial Advisors, Inc.

A full-service broker/dealer, Transamerica Financial Advisors, Inc. is a Financial Industry Regulatory Authority (FINRA) member broker/dealer, a SEC registered broker/dealer and investment advisor, and an AEGON company.

AEGON is one of the world's leading life insurance and pension companies, and a provider of investment products. With headquarters in The Hague, the Netherlands, AEGON companies employ approximately 27,000 people. AEGON's established markets include the United States, the Netherlands and the United Kingdom. Visit https://tfa.transamerica.com for more information about Transamerica Financial Advisors.

About FOLIOfn Institutional

FOLIOfn delivers innovative investment solutions to financial professionals and institutions through FOLIOfn Institutional, a division of FOLIOfn Investments, Inc. (www.folioadvisor.com), headquartered in Vienna, Va., (703) 245-5757. The proprietary and patented FOLIO trading platform is an easy-to-use, Web-based trading system that enables users to customize portfolios of securities—called FOLIOs—which they can buy or sell in a single transaction. Financial institutions can easily make FOLIOs available to thousands of clients.

Top of Page