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Advisors
Register now to manage accounts, create MAx Models and get access to our Knowledge Bank.

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Create Account to manage your assets on the Jefferson National Account Management website.

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Advisors
Register now to manage accounts, create MAx Models and get access to our Knowledge Bank.

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Create Account to manage your assets on the Jefferson National Account Management website.

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Advisors
Register now to manage accounts, create MAx Models and get access to our Knowledge Bank.

Account Holders
Create Account to manage your assets on the Jefferson National Account Management website.

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November 24, 2015

Life&Health Advisor: Jefferson National has added BTS Tactical Fixed Income to Monument Advisor

 

Life&Health Advisor highlights Jefferson National’s newest addition to Monument Advisor - BTS Tactical Fixed Income. The fund seeks to preserve capital while offering downside protection and upside potential, and strives to reduce volatility while delivering consistent long-term returns.

The partnership will help RIAs and fee-based advisors address the rising rate environment.  According to President Larry Greenberg, “Advisors have serious concerns about the prospect of lower returns for traditional fixed income, as rates are poised to rise from historically low levels. BTS Tactical Fixed Income helps address this head on by tactically allocating among different fixed income asset classes, seeking to capture higher returns with less risk than traditional strategies.”

Vilis Pasts, Chairman and Director of Research at BTS, shares his enthusiasm about the new relationship, adding “We look forward to a long-term partnership and helping their advisors during difficult markets.”

The article goes on to address Jefferson National’s “extensive fund lineup” of more than 350 investment options, including 70 alternatives—utilizing strategies favored by hedge funds, high net worth and elite institutional investors.

Read more on Jefferson National’s newest investment options, here