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Summit Global Investments (SGI) portfolios are available in Transamerica® ONE investment advisory accounts. While advisory accounts do not charge commission for each transaction, there is an advisory fee charged as a percentage of the total value of assets in the advisory account. Assets in a Transamerica ONE account are held at FOLIOfn Investments, Inc., a registered broker dealer, member FINRA and SIPC. For a complete description of all fees, costs and expenses please refer to the ADV part 2A Appendix 1.
The information being presented has been prepared without regard to any particular investor’s investment objectives, financial situation, and/or needs. There can be no assurance that the future performance of any specific investment, investment strategy, or product made reference to directly or indirectly in this recording, will be suitable for any investor. Accordingly, investors should not act on any recommendation (express or implied) or information without obtaining specific guidance from their financial advisor and should not rely on information herein as the primary basis for their investment decisions. Neither the information nor any opinion expressed shall constitute an offer to sell or a solicitation or an offer to buy any securities mentioned herein. The securities purchased using this model portfolio are subject to market risk and an investor may experience loss of principal.
Investment Advisory Services are offered through Transamerica Financial Advisors, Inc. (TFA), Member FINRA, SIPC and Registered Investment Advisor. TFA Headquarters: 570 Carillon Parkway, St. Petersburg, FL 33716 Phone: 770.248.3271. SGI, TFA, and FOLIOfn are not affiliated companies.