Jefferson National Adds New BTS Tactical Fixed Income VIT to Help RIAs and Fee-Based Advisors Address Rising Rate EnvironmentLeading Tax-Advantaged Investing Platform Expands Industry’s Largest Lineup by Adding JP Morgan Fund Family and New Funds from John Hancock and Goldman Sachs
Louisville, KY—November 3, 2015 — In response to Registered Investment Advisors’(RIAs) and fee-based advisors’ strong demand for a fixed income solution that can help address a rising rate environment, Jefferson National has added BTS Tactical Fixed Income to Monument Advisor, the industry’s first1 Flat-Fee2 Investment-Only Variable Annuity (IOVA). This unique alternative strategy tactically allocates among different fixed income asset classes. The fund seeks to preserve capital, while offering downside protection and upside potential, and strives to reduce volatility while delivering consistent long-term returns.
“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,” said Laurence Greenberg, President of Jefferson National. “For more than a decade, the BTS team has shown a tremendous ability to meet these goals and deliver strong performance in times of rising rates with their tactical strategies.”
“We are excited about the opportunity of having our strategy added to Jefferson National Monument Advisor,” said Vilis Pasts, Chairman and Director of Research at BTS. “We look forward to a long-term partnership and helping their advisors during difficult markets.”
Jefferson National, a recognized innovator of tax-advantaged investing solutions for RIAs and fee-based advisors, continues to optimize its extensive fund lineup with the addition of industry leading asset manager JP Morgan, a new fund family on the Jefferson National platform. Adding two flexible strategies that pursue opportunities across the globe, JP Morgan Income Builder seeks attractive risk-adjusted income and JP Morgan Global Allocation strives for risk-adjusted total return.
Additions also include innovative new funds from other recognized managers. Sub-advised by Dimensional Fund Advisors (DFA), the John Hancock DFA Emerging Markets fund strives for long-term capital growth. Goldman Sachs VIT Strategic Income fund is a flexible bond fund designed to serve as a core income-oriented investment that seeks total return comprised of income and capital appreciation. Jefferson National’s Monument Advisor offers more than 350 investment options, including 70 alternatives—utilizing strategies favored by hedge funds, high net worth and elite institutional investors
Jefferson National is committed to helping RIAs and fee-based advisors serve their clients, placing high value on guided-advice solutions. Continuing to offer new fund options to advisors is just one prime example of this commitment. More information on Jefferson National’s Monument Advisor and its fund additions is available here: https://www.jeffnat.com/advisor/aboutfunds/annuityfundperformance.cfm
1Mogel, Gary S. (2005, June 6), Flat-fee variable annuity makes its debut. Investment News. Retrieved from http://www.investmentnews.com/article/20050606/SUB/506060708
2Jefferson National’s Monument Advisor has a $20 monthly flat insurance fee. Additional low-cost fund platform fees ranging from .10% - .35% will be assessed for investors wishing to purchase shares of low-cost funds. See the prospectus for details. Certain low-cost funds may only be available to you if you retain certain investment advisors.