Tax-deferred investment solution firm Jefferson National Partners has announced a partnership with CAPTRUST and the launch of five new asset allocation models.

The joint effort will give investors access to Jefferson National’s network of more than 45 money managers and more than 380 tax-deferred funds across a wide range of categories.

The new models and strategies were created to address investors’ financial goals and risk tolerance and will attempt to find risk-adjusted returns through portfolio construction, tactical asset allocation and investment manager selection, Jefferson National officials said in a statement.

However, the new models and strategies will be available to investors solely through RIAs and/or broker-dealers who are a part of Jefferson National’s “Monument Advisor Flat-Fee VA” program.

The partnership marks the first time for both companies that these asset allocation models will be available within a variable annuity. By integrating the models in Jefferson National’s flat-fee variable annuity, independent RIAs and fee-based advisors are given access to institutional CAPTRUST research, asset allocation strategies and proprietary management selection. CAPTRUST currently has $72 billion in client assets.

“Whether an advisor chooses to manage assets for their clients, or utilize an outside manager, now they can give clients’ portfolios a distinct edge with allocation models that benefit from CAPTRUST’s institutional quality research,” Laurence Greenberg, president of Jefferson National, said.

Kylie Hennagin writes for Financial Planning.



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