Designed to Meet Tax-Advantaged Investing Needs of RIAs and Fee-Based Advisors
Louisville, KY—December 31, 2015— Jefferson National, the recognized innovator of a leading tax-advantaged investing solution for Registered Investment Advisors (RIAs), fee-based advisors and the clients they serve, has announced a partnership with Exceed Investments LLC (“Exceed”), a New York-based boutique asset management firm that is pioneering defined outcome investing solutions. Through this partnership, Exceed will develop their first Variable Insurance Trust (VIT) exclusively for Jefferson National’s Monument Advisor, the industry’s first and only Flat-Fee Investment-Only Variable Annuity (IOVA) featuring more than 350 funds.
The trust will be based upon Exceed’s strategy of providing controlled market exposure with preset, defined protection levels.
“Exceed is an innovator of alternative strategies, and they can add value for the growing number of RIAs and fee-based advisors who are using our tax-advantaged investing solution to optimize results for their clients,” said Laurence Greenberg, President of Jefferson National. “Through this partnership, Jefferson National and Exceed can continue to meet the most pressing demands facing RIAs and fee-based advisors today.”
An understanding of RIAs and fee-based advisors
“Jefferson National understands RIAs and fee-based advisors, and we are excited to partner with them to expand our presence in this rapidly growing market with a new tax-advantaged strategy,” added Joseph Halpern, Chief Executive Officer, Exceed Investments. “And like Jefferson National, Exceed has consistently been committed to providing transparent, low-cost, high-value solutions.”
As a leading distributor focused on the unique needs of RIAs and fee-based advisors, Jefferson National continuously seeks partnerships that can add more value and meet advisors’ demand for broad-based, customizable, transparent and low-cost solutions. Through this new partnership with Exceed, advisors will be able to create more durable portfolios, while managing assets and matching the strategy to their unique needs. The new VIT is slated to launch in early 2016.