Jefferson National Launches New TPIA Directory for RIAs and Fee-Based Advisors Demanding Strategies to Tackle Today’s Volatile MarketOutsource portfolio management to recognized third-party investment advisors (TPIAs) offering proven strategies within leading tax-advantage investing solution
Louisville, KY – Wednesday, April 20, 2016 – Jefferson National’s recent survey1 shows nearly 90% of financial advisors expect market volatility to increase this year, ranking China’s economy, the oil market, and presidential elections as the three leading factors. Most recently, financial advisors are trying to determine the impact of the DOL’s new fiduciary ruling and seeking methods to help enhance their fee-based practice. Now, Jefferson National, innovator of a leading tax-advantaged investing solution for Registered Investment Advisors (RIAs), fee-based advisors and the clients they serve, can help advisors outsource portfolio management to meet these challenges with the launch of an all-new online directory providing access to a range of proven strategies from a select group of recognized Third-Party Investment Advisors (TPIAs). The TPIA Directory is the latest resource for advisors who have come to trust Jefferson National to meet the unique needs of their fee-based and fee-only practice.
“We’ve assembled a team of leading third-party managers on our new TPIA Directory to help advisors build their own virtual portfolio management department—without the expense of extra staff or added infrastructure,” said Laurence Greenberg, President of Jefferson National. “By combining a diverse range of proven management strategies with the power of Jefferson National’s Monument Advisor, our flat-fee, tax-advantaged investing solution, RIAs and fee-based advisors have more ammunition to give their clients’ portfolios an edge in today’s market.”
Jefferson National’s new TPIA Directory provides an efficient resource for advisors managing tax-deferred assets inside Jefferson National's Monument Advisor, the industry's first and only flat-fee Investment-Only Variable Annuity (IOVA)2 with lower cost, more transparency, greater liquidity, and 9x more underlying funds than the typical VA. Currently, the TPIA Directory includes 21 managers offering 112 proprietary strategies. These strategies consist of strategic, dynamic and tactical management styles, from allocation to sector rotation, fixed income to alternatives. These TPIAs manage approximately $10.3 billion collectively.
“With forward-looking returns at the lowest probable level in decades, and interest rates negative in much of the developed world, investors need strategies that can mitigate risk while still generating return. One thing an advisor can do is include tactical strategies in client portfolios—but not all advisors have access to the necessary research and specialized expertise,” said Steve Blumenthal, Chairman and CEO, CMG Capital Management. “When advisors use our tactical strategies available through the TPIA Directory, they can leverage Jefferson National’s unique approach to tax-advantaged investing and enhance the tax efficiency of tactical strategies.”
“We have decades of experience helping other advisors preserve and grow wealth for their clients through our proven risk-managed strategies. Through this new TPIA Directory, we can make these strategies available to more of the RIAs and fee-based advisors using Jefferson National,” said Jerry C. Wagner, President and Founder of Flexible Plan Investments, Ltd. “And when advisors use our strategies within Jefferson National’s Monument Advisor, they can gain tax deferral on client assets for the low cost and large array of asset classes.”
Available for financial professionals only on Jefferson National’s password-protected Advisor Site, the TPIA Directory is a one-stop destination with essential information on each TPIA firm and the strategies that they offer within Monument Advisor. Details include strategic overview, management style and investment category. Additional information on portfolio construction, historical performance and important disclosures are available through a link to each TPIA’s website or through an interactive email request form. Financial professionals can access the TPIA Directory using this link: https://www.jeffnat.com/home/products/bringyourowntpia.cfm.
1Jefferson National’s Market Volatility Survey, February 15, 2016
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.