Jefferson National Partners with Braver Capital Management to Launch New Suite of Tactically Managed Model Portfolios
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"RIAs and fee-based advisors say that managing volatility is a top concern—and they believe that tactical strategies are an effective solution," said
Financial advisors continue grappling with record drops and spikes in all leading indexes, and 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. 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. 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
"Our research confirms that it is more important to be out of the market during the ten worst days than it is to be in the market on the ten best days—which is why our models seek to stay in the market when it's rising, but strive to move to the safety of cash when it declines," said Dave D'
Models available to the RIAs and fee-based advisors working with Jefferson National include Braver Tactical Balanced, Braver Tactical Core Bond, Braver Tactical Opportunity and Braver Tactical Sector Rotation.6Braver's tactical separate account strategies have been recognized by independent database services such Lipper, PSN and Morningstar as industry leading tactical solutions. Managing assets for their own clients as well as other advisors, Braver has more than two decades of proven performance which is GIPs Certified, audited by one of the industry's most stringent third party authorities.7
Braver's tactical models use quantitative algorithms applied to asset class price movement to identify trends in numerous asset classes and the broad market, while employing specific stop loss and position size limits for additional risk control. They are completely transparent, with no swaps, no leverage and no derivatives.
For more information, please contact
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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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. 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 investment.
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%
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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
Jefferson National,
5The Tax-Efficient Frontier: Improving the Efficient Frontier with the Power of Tax Deferral, by
published by Jefferson National,
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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