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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.

close
Forgot your password?

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.

close
Forgot your password?

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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Platform Alerts 11/07/2017

Monument Advisor Platform Changes

Recent changes to the Monument Advisor platform include the addition of 2 investment options, 16 underlying fund name changes, and the closing of 1 underlying fund.

 

New Investment Options - Added 11/3/2017
DFA Equity Allocation Fund
DoubleLine NVIT Total Return Tactical

 

Fund Closing - effective 11/1/2017
Pioneer Emerging Markets

 

Fund Name Changes
Former Name New Name Effective Date
Dreyfus Socially Responsible Growth Dreyfus Sustainable U.S. Equity 5/8/2017
Janus Aspen Balanced Janus Henderson Balanced 6/5/2017
Janus Aspen Enterprise Janus Henderson Enterprise 6/5/2017
Janus Aspen Flexible Bond Janus Henderson Flexible Bond 6/5/2017
Janus Aspen Forty Janus Henderson Forty 6/5/2017
Janus Aspen Global Allocation Janus Henderson Global Allocation - Moderate 6/5/2017
Janus Aspen Research Janus Henderson Research 6/5/2017
Janus Aspen Technology Janus Henderson Technology 6/5/2017
Janus Aspen Unconstrained Bond Janus Henderson Unconstrained Bond 6/5/2017
Janus Aspen INTECH U.S. Low Vol Janus Henderson INTECH U.S. Low Vol 6/5/2017
Janus Aspen Research Janus Henderson Research 6/5/2017
Janus Aspen Overseas Janus Henderson Overseas 6/5/2017
Janus Aspen Mid Cap Value Janus Henderson Mid Cap Value 6/5/2017
BlackRock Large Cap Core BlackRock Advantage Large Cap Core 10/19/2017
BlackRock Large Cap Growth BlackRock Large Cap Focus Growth 10/19/2017
BlackRock Large Cap Value BlackRock Advantage Large Cap Value 10/19/2017

 

Call the Advisor Support Desk to learn more about these latest additions to Monument Advisor’s underlying investment lineup (866) 667-0564.

 

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