According to an announcement, LTSave is a Securities and Exchange Commission (SEC) registered investment adviser that provides portfolio management and retirement planning to individuals through employer retirement plans, financial institutions, and affinity groups. LTSave’s recommendations are presented in an easy-to-understand format so investors can easily compare their current and recommended investments and estimate the long term impact of different investment approaches.
The service is Web-based and LTSave provides support on site, by telephone, and via on-line chat capabilities, the announcement said.
“LTSave simplifies the process of selecting and managing investments. It gives the plan participant a consolidated view of their retirement portfolio, which may be comprised of two or more plans and multiple investment options,” said Sunil Bhatia, LTSave Chairman, in the announcement. “Advice is personalized to reflect each investor’s circumstances and tolerance for investment risk.”
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