Jefferson National’s Tax-Advantaged Investing Solution Offers Industry’s Most Funds and Most Alternatives to Help RIAs and Fee-Based Advisors Manage Volatile MarketOne of First to Feature Newly-Launched Investment Options
Louisville, KY - May 21, 2013 - Coming off a year of record sales that demonstrate strong adoption of Monument Advisor, its innovative tax-advantaged investing solution, Jefferson National is one of the first to market with its latest addition of newly-launched investment options to meet the unique needs of Registered Investment Advisors (RIAs) and fee-based advisors. With this latest addition, Jefferson National's lineup has grown to nearly 400 underlying funds, including more than 75 liquid alternative funds that employ strategies like those favored by hedge funds and elite institutional investors.
Jefferson National is now one of the first and only to offer seven exclusive funds from innovative boutique managers and recognized market leaders. The ALPS/Alerian Energy Infrastructure Portfolio will be the first of its kind to deliver energy infrastructure and MLP investments in a variable insurance trust (VIT). The Probabilities VIT Fund is a quantitative Long/Short US Equity Fund of Funds using an active trading strategy to generate non-correlated alpha versus the S&P 500 Index. The Guggenheim VT Macro Opportunities employs an opportunistic tactical strategy, while the Guggenheim VT Floating Rate Strategies provides an alternative to traditional fixed income; both were previously available only to institutional clients. The Fidelity VIP Target Volatility Portfolio seeks total return while attempting to maintain a target portfolio volatility of 10%. The Van Eck VIP Global Gold Fund is an actively managed portfolio investing in gold-mining equities. The 7Twelve Balanced Portfolio uses a proprietary approach based on the strategies of recognized investing authority Craig Israelsen, Ph.D.
"Jefferson National continues to define the path of next-generation variable annuities as tax-advantaged investment tools. Through our unique combination of the power of tax deferral and an unparalleled choice of investment options, we provide RIAs and fee-based advisors a valuable tool to optimize portfolio performance," said David Lau, COO of Jefferson National. "In today's marketplace advisors need to manage risk, hedge against volatility and build more resilient client portfolios, and many of the alternative investments and tactical strategies they utilize for these purposes benefit from tax deferral."
Research indicates the challenging dynamics of rising taxes and ongoing volatility are driving increased demand for tactical management and alternative strategies,1 and Cerulli research indicates that in five years the use of alternative strategy funds could increase more than a 245%.2 Jefferson National's Monument Advisor, the next-generation variable annuity with a flat-fee,3 is the first to meet this need with the industry's largest selection of funds and a growing suite of specialized model portfolios that are optimized for greater after-tax returns. While these strategies have high turnover, producing short-term capital gains that can erode performance, Jefferson National's Monument Advisor offers a tax-deferred investing solution which can improve performance potential of tax-inefficient strategies—without increasing risk.4
1RIAs and Fee-Based Advisors Alternative Investments and Tactical Management Survey, published by Jefferson National, September 2011. 2Quantitative Update: ETFs and Retail Alternative Products and Strategies 2012, Cerulli Associates, 2012. 3Jefferson National's Monument Advisor has a $20 monthly flat insurance fee. Additional fees ranging from $19.99-$49.99 will be assessed for investors wishing to purchase shares of ultra low-cost funds. See the prospectus for details. 4The Tax-Efficient Frontier: Improving the Efficient Frontier with the Power of Tax Deferral, by David Lau, published by Jefferson National, June 2010.