Press Room
LTSAVE ANNOUNCES EXCLUSIVE AGREEMENT WITH THE KESSLER GROUP
Boston, MA, January 10, 2008 – Boston-based LTSave, a SEC registered investment advisor that provides investment management and retirement planning services to employer plan participants, financial institution customers and affinity group members, today announced it has reached an exclusive agreement with Kessler Financial Services (“The Kessler Group”) to distribute its products to affinity membership organizations.
Sunil Bhatia, LTSave Chairman and CEO said, “The Kessler Group is highly experienced in delivering financial programs to affinity groups and their members. Its knowledge of the affinity market and membership organizations will help LTSave to better service this important market channel.”
“We are pleased to partner with LTSave. Together, we are developing a program for professional and affinity organizations that will deliver a valuable service to their membership: the knowledge, capability and tools to plan for and actively manage their retirement,” said Rich Levitan, Senior Executive Vice President and Managing Director at The Kessler Group.
About LTSave
LTSave, Inc., provides investment management and retirement planning services to consumers for the management of their retirement assets utilizing sophisticated and objective investment methodologies. LTSave's service is delivered to consumers, employer groups, financial institutions and affinity groups through its proprietary internet platform. The internet platform is integrated with financial institutions to provide seamless access to the consumer. LTSave, whose management team has extensive experience in leading financial institutions, is a SEC-registered investment advisor.
About The Kessler Group
The Kessler Group is a privately-owned financial services firm specializing in partnership development, credit card marketing, portfolio acquisitions and principal investments in the credit card industry. Founded in 1979, The Kessler Group pioneered the affinity credit card concept and has created and marketed over 6,000 affinity and co-branded card programs for many of the leading partnership marketing card issuers in the world. The Kessler Group is based in Boston with offices in San Francisco, London, Hong Kong and Sydney. To learn more, visit www.kessler.com.
