Jefferson National Meets Advisors’ Urgent Demand to Mitigate Risk, Manage Volatility and Boost Tax-Efficiency by Further Expanding Industry’s Most Alternative Investment Options
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In another industry first, Jefferson National is the first and only VA to offer the Country Rotation Portfolio and Sector Rotation Portfolio from
"We continue adding more alternative strategies to help advisors manage volatility while improving tax-efficiency. As the threat of the fiscal cliff looms large and taxes are poised to rise, these needs become even more urgent," said
Jefferson National's research indicates that tax-efficiency is vital to RIAs and fee-based advisors facing plunging markets and rising taxes. This month, the market staged the biggest drop in nearly a year and all indexes were down more than 2%, the worse post-election sell-off since 1948 as investors feared the long term gridlock posed by the fiscal cliff fast approaching on
Jefferson National's research also shows the trend toward greater allocation to alternatives. More than 68% of advisors have increased their use of alternative investments, and more than 61% believe that alternatives will become even more important than traditional investments in the future.(2)Likewise Cerulli research indicates that in five years the use of alternative strategy funds could increase more than a 245%.(3)
"As the rest of the competition moves to re-price and re-tool in an ongoing features and benefits battle—or retreat from the industry entirely—Jefferson National will continue building momentum with unique alternatives in a tax-deferred investing solution tailored to meet the needs of RIAs and fee-based advisors," Greenberg added.
Jefferson National now tops a total of 390 funds—9 times more funds than the typical VA(4)—the industry's most alternative investment options, and the most subaccounts with the 5- and 4-star Morningstar Rating™ for four consecutive years.(5)
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About
Jefferson National is a leading innovator of tax-deferred investing solutions 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
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Monument Advisor is issued by
(1)Jefferson National's Monument Advisor has a
(2)RIAs and Fee-Based Advisors Alternative Investments and
(3)Quantitative Update: ETFs and Retail Alternative Products and Strategies 2012,
(4)Morningstar data as of 12/31/11.
(5)Morningstar data as of
(6)Jefferson National was reviewed by the
Contact: Chris Moon JCPR
973-850-7304
[email protected]
Jefferson National
502-587-3858
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SOURCE Jefferson National
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