The tax-deferred investments are available through registered investment advisers (RIAs) or broker/dealers in Jefferson National’s Monument Advisor flat-fee variable annuity. CAPTRUST designed the dynamic asset‑allocation models to address investors’ financial goals and risk tolerance. The models seek to generate superior risk-adjusted returns through portfolio construction, tactical asset allocation and investment manager selection.
Integrating these models in a flat-fee variable annuity gives independent RIAs and fee-based advisers access to institutional-quality research, asset-allocation strategies and proprietary manager selection from CAPTRUST.
The asset-allocation models make use of Jefferson National’s lineup of more than 380 tax-deferred funds across a range of categories, including alternative investments, fixed income, asset allocation and international equity. The flat-fee variable annuity has access to more than 46 money managers.
Laurence Greenberg, president of Jefferson National, said the company’s aim is to help RIAs and fee-based advisers balance practice management challenges and add value for clients in a tough market.
According to Fielding Miller, CAPTRUST’s chief executive, combining the advisory firm’s proprietary asset allocation and investment manager research with Jefferson’s flat-fee annuity creates a practical solution for investors.