Louisville, KY— Jefferson National, operating as Nationwide’s advisory solutions business, adds two new funds to Monument Advisor, the industry’s first and only Flat-Fee Investment-Only Variable Annuity (IOVA). A leading distributor of tax-advantaged investing solutions for Registered Investment Advisors (RIAs), fee-based advisors, and the clients they serve, the company continues to offer the industry’s largest lineup of investment options, including the most alternatives such as real assets, trading assets, and liquid alternatives utilizing strategies like those favored by hedge funds and elite institutional investors.
“In this year’s ongoing bull market, where taxes may be one of the biggest investment expenses clients face, RIAs and fee-based advisors continue to understand the importance of leveraging our tax-advantaged investing solution as part of a holistic approach to planning and building more robust client portfolios,” said Craig Hawley, a leader of Nationwide’s advisory solutions business. “With its flat-fee pricing, the industry’s most underlying funds, and more alternative investment options than any other Investment-only VA, Monument Advisor is tailor-made to meet the unique needs of RIAs, fee-based advisors and the clients they serve.”
In response to advisor demand, Monument Advisor’s lineup now includes its first DoubleLine Capital fund. This award-winning investment manager, in partnership with Nationwide, created the DoubleLine NVIT Total Return Tactical Fund. The strategy seeks to enhance returns by exploiting inefficiencies within the subsectors of the fixed income market, while maintaining active risk management constraints. DoubleLine’s preemptive asset allocation process raises or lowers asset weightings based on analysis of sector fundamentals and relative valuation. DoubleLine employs specialized teams for each asset class and incorporates their deep experience and research.
In addition, Monument Advisor rounds out its suite of funds from Dimensional Fund Advisors (DFA), now offering the VA Equity Allocation Fund. The fund encompasses diversified value added exposure to global equity securities in both developed and emerging markets. It over weights to companies with smaller market capitalizations, lower relative prices, and higher profitability to increase expected returns.
To learn more and view the industry’s largest fund lineup, RIAs, fee-based advisors and their clients can visit Monument Advisor’s fund performance tool.