SEI has been selected to provide its range of leading asset allocation solutions for Jefferson National’s Monument Advisor, the industry’s first and only Flat-Fee Variable Annuity (VA).
Jefferson National, a market leader in tax-advantaged investing through variable annuities for the growing market of Registered Investment Advisors (RIAs) and fee-based advisors, chose SEI to provide a full open architecture, manager-of-managers investment solution. This includes a suite of six asset allocation portfolios.
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SEI’s asset allocation process is designed to build well-diversified portfolios that are aligned with a range of investor goals and attitudes toward risk. SEI will be responsible for manager selection, performance monitoring, and risk management, allowing advisors to devote more time and resources to advice and financial planning.
Richard Knott, managing director at SEI, said: "The investment-only variable annuity sector offers significant growth potential and we are pleased to expand our presence by securing another strategic partnership with a leading provider and recognized innovator in this space. We believe our VA investment proposition is compellingly different to others in the market and we look forward to developing our relationship with Jefferson National."
David Lau, COO of Jefferson National, said: "Like SEI, Jefferson National is always in search of best-in-class products, and the combination of their asset allocation portfolios with our flat-fee VA will create a strong value proposition for the advisors that work with both of our firms. As a global business with significant reach, SEI offers our advisors unparalleled access to the best institutional fund managers around the world — and as a leading tax-advantaged VA solution for RIAs and fee-based advisors, we can help advisors manage rising taxes and ongoing volatility to optimize performance."
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