Leading Tax-Deferred Investing Solution for RIAs and Fee-Based Advisors
First to Offer Dynamic Allocation Models Powered by CAPTRUST’s Industry
Leading Institutional Research
LOUISVILLE, Ky.--(BUSINESS WIRE)--
National, a recognized innovator of tax-deferred investing solutions
for Registered Investment Advisors (RIAs) and fee-based advisors, has
launchedfive new dynamic allocation models powered by CAPTRUST’s
institutional quality research. CAPTRUST
is a leading investment advisory firm known for its disciplined
approach, with $72 billion in client assets1 and 25 years of
proven performance. This partnership marks the first time that models
powered by CAPTRUST are available within a variable annuity—another
industry first forJefferson National’s Monument
Advisor, the first flat-fee variable annuity2 with 9x
more funds than the typical VA3.By
integrating these models in their flat-fee VA, Jefferson National gives
independent RIAs and fee-based advisors unprecedented access to
institutional quality research, asset allocation strategies and
proprietary manager selection from CAPTRUST.
“To help RIAs and fee-based advisors balance the challenges of managing
their practice and adding greater value for clients in today’s tough
markets, Jefferson National has partnered with CAPTRUST to leverage the
expertise of an industry leader,” said Laurence
Greenberg, President, Jefferson National. “Whether an advisor
chooses to manage assets for their clients, or utilize an outside
manager, now they can give clients’ portfolios a distinct edge with
allocation models that benefit from CAPTRUST’s institutional quality
“We are delighted that Jefferson National selected CAPTRUST to design
models for the new asset allocation program in Monument Advisor,” said Fielding
Miller, Chief Executive Officer of CAPTRUST. “The combination of our
proprietary asset allocation and investment manager research and their
flat-fee annuity creates a powerful solution for investors. This new
relationship is a real endorsement of the research platform we have
built over the past two decades.”
Available to investors only through RIAs and/or broker dealers in
Jefferson National’s Monument Advisor Flat-Fee VA, these new dynamic
asset allocation models were designed by CAPTRUST to address investors’
financial goals and risk tolerance. These models seek to generate
superior risk-adjusted returns through portfolio construction, tactical
asset allocation, and investment manager selection. Understanding that
the majority of portfolio returns are generated through asset
allocation, CAPTRUST applies a top-down, tactical view to various asset
classes in the models. Once the tactical asset allocation is
established, CAPTRUST conducts “boots on the ground” proprietary,
bottom-up investment manager selection with quantitative and qualitative
analysis to make recommendations to Jefferson National.
These new asset allocation models powered by CAPTRUST utilize Jefferson
National’s comprehensive lineup of more than 380 tax-deferred funds
across a broad range of categories, featuring more than 65 Alternative
Investment funds, 60 Fixed Income funds, over 60 Asset Allocation funds,
more than 35 International Equity funds and over 190 US Equity funds.
Jefferson National’s flat fee VA also provides access to more than 46
different money managers, and the variable annuity industry’s most
subaccounts with the 5 star and 4 star Morningstar
Rating™ for three consecutive years4.
While tactically managed portfolios can produce short-term capital
gains, research has shown that a low-cost tax-deferred vehicle can
improve performance potential of tax-inefficient management strategies
and asset classes by as much as 100 bps—without increasing risk5.
CAPTRUST is an independently owned retirement advisory firm providing
fiduciary and retirement advice to institutional investors, retirement
plan fiduciaries, executives, and high net-worth individuals. Over the
last 25 years, CAPTRUST has grown from an entrepreneurial start-up to
one of the nation’s leading retirement advisory firms. Headquartered in
Raleigh, N.C., the firm represents over $72 billion in Client assets
with offices/advisors in Alabama, California, Florida, Georgia, Iowa,
Kansas, North Carolina, Maine, Minnesota, Ohio, Pennsylvania, Texas,
Virginia and Washington, DC. To learn more, please visit www.captrustadvisors.com.
About Jefferson National Financial Corp.
National Financial Corp. is a leading innovator offering products
and services for RIAs and fee-based advisors and the clients they serve,
utilizing a flexible technology platform, highly efficient operations,
and cost-effective servicing capabilities. Jefferson National is winner
of more than 30 industry awards including the DMA 2010
Financial Services Company of the Year.6
Serving a network of more than 1,700 RIAs and fee-based advisors
nationwide, the Company is based in Louisville, KY and domiciled in
Dallas, Texas with authority in 49 states and the District of Columbia.
To reach our advisor support desk, please call 1-866-WHY-FLAT
(1-866-949-3528). To learn more, please visit www.jeffnat.com.
An investor should carefully consider the investment objectives,
risks, charges and expenses of the investment before investing or
sending money.The contract prospectus and underlying fund
prospectuses contain this information. For a prospectus containing this
and additional information, please contact your financial professional
(add hyperlink?).Read it carefully before investing. The
summary of product features is not intended to be all-inclusive.
Restrictions may apply. The contracts have exclusions and limitations,
and may not be available in all states or at all times.
Variable annuities are investments subject to market fluctuation and
risk, including possible loss of principal. Your units, when you make a
withdrawal or surrender, may be worth more or less than your original
Variable annuities are long-term investments to help you meet retirement
and other long-range goals. Withdrawal of tax-deferred accumulations are
subject to ordinary income tax. Withdrawals made prior to age 59 ½ may
incur a 10% IRS tax penalty. Jefferson National does not offer tax
advice. Annuities are not deposits or obligations of, or guaranteed by
any bank, nor are they FDIC insured.
Monument Advisor is issued by Jefferson National Life Insurance Company
(Dallas, TX) and distributed by Jefferson National Securities
Corporation, FINRA member. Policy series JNL-2300-1, JNL-2300-2.
JNF Advisors, an affiliate of Jefferson National, is the sponsor of the
Allocation Model Program, and has engaged a third party, CAPTRUST, to
provide asset allocation and investment manager research for the JNL
1As of 03/31/122Jefferson National’s
Monument Advisor has a $20 monthly flat insurance fee. Additional fees
ranging from $19.99-$49.99 will be assessed for investors wishing to
purchase shares of ultra low-cost funds. See the prospectus for details.3Morningstar
data as of 12/31/11.4Morningstar data as of 08/15/115The
Tax-Efficient Frontier: Improving the Efficient Frontier with the Power
of Tax Deferral, David Lau, Jefferson National, 2010.6Jefferson
National was reviewed by the Direct Marketing Association, including a
panel of independent judges and industry peers, and won for
re-engineering the traditional commission-based distribution model and
replacing it with an unprecedented web-based direct marketing approach.
Jefferson NationalDeborah Newman, Director Corporate
Source: Jefferson National Financial Corp.