Jefferson National Partners with CMG Capital Management Group to Launch Next New Suite of Tactically Managed Model Portfolios
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"Advisors tell us they need tools to build more resilient portfolios, and they recognize the importance of using tactical strategies to manage risk and add more ballast," said
Financial advisors continue grappling with record drops and spikes in all leading indexes. During the first week of February, the Dow reached 14,000 for the first time since 2007—and then three days later suffered the worst decline of the year, falling nearly 1%. The threat of ongoing volatility is cited as a primary concern by more than 67% of RIAs and fee-based advisors recently surveyed by Jefferson National.3 Surveys also indicate that a majority of advisors see tactical management and alternative investments as key to navigating the current market.4
Tactically managed portfolios have high turnover, which can produce short-term capital gains, and the subsequent tax burden can erode performance. In fact, Morningstar estimates that over the 74-year period ending in 2010, investors who did not manage investments in a tax-sensitive manner gave up between 100 and 200 basis points of their annual returns to taxes. Jefferson National offers a solution to this problem by wrapping tactically managed models in tax deferral. Research has shown that a low-cost tax-deferred vehicle can improve the performance potential of tactical strategies and other tax-inefficient investments —without increasing risk.5
"In today's volatile market, advisors would do well to emulate the strategies of
Models available to the RIAs and fee-based advisors working with Jefferson National include CMG System Research Treasury Bond Program, CMG Opportunistic All Asset Strategy and CMG Scotia Partners Growth S&P Plus Program.6 These successful tactical strategies aim to provide what CMG refers to as "enhanced modern portfolio theory", through the use of quantitative rules-based trading strategies, incorporating various technical, fundamental and mathematical indicators, with a clearly defined buy and sell discipline. CMG has more than two decades of proven performance managing assets for their own clients as well as other advisors.7
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About
About
Jefferson National is a recognized innovator of tax-deferred investing solutions for RIAs, fee-based advisors and the clients they serve. Jefferson National offers the industry's largest selection of more than 390 funds, including more than 70 alternative investment options, and the most subaccounts with the 5- and 4-star Morningstar Rating™ for four consecutive years.8 Utilizing a highly flexible technology platform, an innovative distribution strategy, and cost-effective servicing capabilities, the firm is a winner of more than 30 industry awards including the DMA 2010
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1Jefferson National's Monument Advisor has a
2Morningstar data as of 12/31/12.
3
4RIAs and Fee-Based Advisors Alternative Investments and
5The Tax-Efficient Frontier: Improving the Efficient Frontier with the Power of Tax Deferral, by
6Model Portfolios are investments subject to market fluctuation and risk, including possible loss of principal.
7Past performance is no guarantee of future results.
8Morningstar data as of 08/15/12.
9Jefferson National was reviewed by the
Contact:
JCPR
973-850-7304
[email protected]
Jefferson National
502-587-3858
[email protected]
SOURCE Jefferson National
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