The information found on this description page has been prepared without regard to any particular investor’s investment objectives, financial situation, and/or needs. Accordingly, investors should not act on any recommendation (express or implied) or information in this report without obtaining specific advice 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 or commodities mentioned herein.
The I-Series Portfolios are available in Transamerica ONE accounts. Transamerica® ONE accounts are 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. Investors should consider whether an advisory or brokerage account may be right for them. Investors are advised to consult with their Investment Advisor Representative about the differences between the accounts in terms of the level of trading activity, costs and fees, services provided, and obligations to the client. Investment Advisor Representatives must adhere to a higher standard of fiduciary responsibility. That is, there is an ethical and legal requirement that the investor’s best interests come first.
Investments are subject to market risk, including the loss of principal. There is no assurance that a diversified investment portfolio will achieve a better return than a non-diversified portfolio. Asset classes or investment strategies described may not be suitable for all investors. There are additional factors that may affect the overall return. For a complete description of all fees, costs and expenses please refer to the ADV part 2A Appendix 1.
Some portfolios may include ETFs, ETNs, or mutual funds. Each investor should carefully consider the investment objectives, risks and expenses of any Exchange-Traded Fund (ETF), Exchange-Traded Notes, or mutual funds prior to investing. ETFs, ETNs, and mutual funds held in the portfolio may impose their own fees. This information can also be obtained by reading the individual summary or prospectus.
Rebalancing does not protect against a loss in declining financial markets. There may be a potential tax implication with re-balancing a strategy or changing allocations. Neither Transamerica nor its agents or representatives may provide tax or legal advice. Anyone to whom this material is promoted, marketed, or recommended should consult with and rely on their own independent tax and legal professionals regarding their particular situation and the concepts presented herein.
Assets in a Transamerica ONE account are held at FOLIOfn Investments, Inc., a SEC registered broker dealer, member FINRA and SIPC. TFA and FOLIOfn are not affiliated companies. Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA), Member FINRA, SIPC and Registered Investment Advisor
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