Jefferson National Partners with Braver Capital Management to Launch New Suite of Tactically Managed Model Portfolios
Leading Tax-Deferred Investing Solution Helps RIAs and Fee-Based Advisors Manage Volatile Market with Award-Winning Tactical Strategies
LOUISVILLE, Ky., Jan. 30, 2013 /PRNewswire/ -- Jefferson National, a recognized innovator of tax-deferred investing solutions for Registered Investment Advisors (RIAs) and fee-based advisors, has launched four new tactically managed model portfolios with Braver Capital Management, an award-winning investment advisory firm. Jefferson National continues to lead the industry in meeting advisors' increasing demand to mitigate risk and manage volatility with tactical strategies and alternative investments that are optimized for greater after-tax returns. Jefferson National's Monument Advisor, the first flat-fee variable annuity1, combines the power of tax deferral with more than 390 underlying funds, including 70 alternative investment options—the most in the industry.2
"RIAs and fee-based advisors say that managing volatility is a top concern—and they believe that tactical strategies are an effective solution," said David Lau, Chief Operating Officer, Jefferson National. "But they face two distinct challenges: many advisors are looking for a tactical manager with proven performance, and these strategies can be highly tax-inefficient. Braver brings the track record and technical expertise in tactical investing and Jefferson National provides the tools to manage taxes at the lowest cost."
Financial advisors continue grappling with record drops and spikes in all leading indexes, and the threat of ongoing volatility is cited as a primary concern by more than 67% of RIAs and fee-based advisors recently surveyed by Jefferson National.3 Surveys also indicate that a majority of advisors see tactical management and alternative investments as key to navigating the current market.4
Tactically managed portfolios have high turnover, which can produce short-term capital gains. Morningstar estimates that over the 74-year period ending in 2010, investors who did not manage investments in a tax-sensitive manner gave up between 100 and 200 basis points of their annual returns to taxes. Research has shown that a low-cost tax-deferred vehicle can improve the performance potential of tactical strategies and other tax-inefficient investments —without increasing risk.5
"Our research confirms that it is more important to be out of the market during the ten worst days than it is to be in the market on the ten best days—which is why our models seek to stay in the market when it's rising, but strive to move to the safety of cash when it declines," said Dave D'Amico, President and Chief Market Strategist, Braver Capital Management. "To make our tactical strategies tax-friendly, Jefferson National's tax-deferred investing solution has proven to be a tremendous fit for our approach, with the industry's most investment options and flat-fee pricing. And as taxes rise following the fiscal cliff and the ongoing budget deficit debate, tax-deferral is only going to grow in importance."
Models available to the RIAs and fee-based advisors working with Jefferson National include Braver Tactical Balanced, Braver Tactical Core Bond, Braver Tactical Opportunity and Braver Tactical Sector Rotation.6 Braver's tactical separate account strategies have been recognized by independent database services such Lipper, PSN and Morningstar as industry leading tactical solutions. Managing assets for their own clients as well as other advisors, Braver has more than two decades of proven performance which is GIPs Certified, audited by one of the industry's most stringent third party authorities.7
Braver's tactical models use quantitative algorithms applied to asset class price movement to identify trends in numerous asset classes and the broad market, while employing specific stop loss and position size limits for additional risk control. They are completely transparent, with no swaps, no leverage and no derivatives.
About Braver Capital Management
Braver Capital Management has a 25 year history of active investment experience and is known for industry leading tactical strategies that offer risk control, down market protection and competitive investment returns. Braver's quantitative Models can move assets to the safety of cash for protection in declining markets." Braver Capital Management is an unincorporated division of Braver Wealth Management, LLC a SEC Registered Investment Advisor.
About Jefferson National Financial Corp.
Jefferson National is a recognized innovator of tax-deferred investing solutions for RIAs, fee-based advisors and the clients they serve. Jefferson National offers the industry's largest selection of more than 390 funds, including more than 70 alternative investment options, and the most subaccounts with the 5- and 4-star Morningstar Rating™ for four consecutive years.8 Utilizing a highly flexible technology platform, an innovative distribution strategy, and cost-effective servicing capabilities, the firm is a winner of more than 30 industry awards including the DMA 2010 Financial Services Company of the Year.9 Serving a network of 2,000 RIAs and fee-based advisors nationwide, the Company is based in Louisville, Ky., with authority in 49 states and the District of Columbia. To reach our advisor support desk, please call 1-866-WHY-FLAT (1-866-949-3528). To learn more, please visit www.jeffnat.com.
An investor should carefully consider the investment objectives, risks, charges and expenses of the investment before investing or sending money. The contract prospectus and underlying fund prospectuses contain this information. For a prospectus containing this and additional information, please contact your financial professional. Read it carefully before investing. The summary of product features is not intended to be all-inclusive. Restrictions may apply. The contracts have exclusions and limitations, and may not be available in all states or at all times.
Variable annuities are investments subject to market fluctuation and risk, including possible loss of principal. Your units, when you make a withdrawal or surrender, may be worth more or less than your original investment.
Variable annuities are long-term investments to help you meet retirement and other long-range goals. Withdrawal of tax-deferred accumulations are subject to ordinary income tax. Withdrawals made prior to age 59 ½ may incur a 10% IRS tax penalty. Jefferson National does not offer tax advice. Annuities are not deposits or obligations of, or guaranteed by any bank, nor are they FDIC insured.
Monument Advisor is issued by Jefferson National Life Insurance Company (Dallas, TX) and distributed by Jefferson National Securities Corporation, FINRA member. Policy series JNL-2300-1, JNL-2300-2, JNL-2300-3.
1Jefferson 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.
2Morningstar data as of 12/31/12.
3RIAs and Fee-Based Advisors Fiscal Cliff Survey, published by Jefferson National, December 2012.
4RIAs and Fee-Based Advisors Alternative Investments and Tactical Management Survey, published by
Jefferson National, September 2011.
5The Tax-Efficient Frontier: Improving the Efficient Frontier with the Power of Tax Deferral, by David Lau,
published by Jefferson National, June 2010.
6Model Portfolios are investments subject to market fluctuation and risk, including possible loss of principal.
7Past performance is no guarantee of future results.
8Morningstar data as of 08/15/12.
9Jefferson National was reviewed by the Direct Marketing Association, including a panel of independent judges and industry peers, and won for re-engineering the traditional commission-based distribution model and replacing it with an unprecedented web-based direct marketing approach.
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