SOURCE: Fund Architects

Fund Architects

August 21, 2012 08:00 ET

Fund Architects Portfolios Approved for Transamerica Wealth Management Strategies(SM) Platform

HEATH, TX--(Marketwire - Aug 21, 2012) - Fund Architects LLC, (http://www.fundarchitects.com) 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."

Fund Architects, an SEC-registered investment advisory firm, employs its allocation models in the design and construction of funds for Separate Accounts, Retirement Management Services, and Private Money Management. The firm's strategies include global macro, strategic global diversification, dynamic allocations, high-quality active fund managers, and alternative or non-correlated strategies.

Launched in 2007, Fund Architects today has relationships with major custodians and clearing firms. Information on the firm's investment strategies is available on the Fund Architects website -- www.fundarchitects.com -- or by calling 866-539-4186.

About Fund Architects LLC
Fund Architects is a discretionary, fee-based money management firm providing professional asset allocation models and management to financial advisory firms. Headquartered in Texas, the firm has arrangements with Broker/Dealers, Insurance Companies, Qualified Plan Providers, and Registered Investment Advisors around the country. Fund Architects' proprietary asset allocation models are constructed from a broad universe of managers using a fundamental and quantitative analysis to conduct fund selection. Offerings include Separate Accounts, Retirement Management Services, and Private Money Management. For more information, visit www.fundarchitects.com.

Contact Information

  • Contact:
    Keith Reed
    Fund Architects LLC
    866.539.4186
    Email Contact