skip to Main Content

April 25, 2017

Access to Elite Managers With No Minimum Account Size.

april, 2017

25apr12:00 pm1:00 pmEvent OverAccess to Elite Managers With No Minimum Account Size.

Time

(Tuesday) 12:00 pm - 1:00 pm

Location

South Coast Office

4041 MacArthur Blvd., #240 Newport Beach, CA 92660

RSVP to event

RSVPing is closed at this time.

Please let us know if you can make it to the event.

Can not make it to this event?Change my RSVP

The T. Rowe Price Capital Appreciation Fund has averaged 11.34% since inception on June 30, 1986 (versus the S&P 500 at 9.92% over the same time frame). This Morningstar 5 star fund invests primarily in the common stocks of established U.S. companies that T. Rowe believes have above-average potential for capital growth. The strategy closed to new retail investors in 2014.

The DoubleLine Shiller Enhanced CAPE strategy offers exposure to the “cheapest sectors” of the large cap equity market using an “Index Overlay” technique while the remaining assets are invested in a fixed income portfolio. The goal is to outperform the S&P 500 over a market cycle. Year to date the strategy is up 7.24%, last year up 20.25%, up 4.65% in 2015 and 17.86% in 2014.

AQR Managed Futures Strategy follows trends in equities, commodities, bonds, and currencies. Typically used as a hedging strategy, the fund often delivers a negative correlation to the stock market. Minimum investment is $1 million for a direct investment.

All three of these strategies are available through the Jackson Elite Access Platform and are currently being implemented together in South Coast asset allocations. These are just three of over 100 top ranked strategies available on the platform with account sizes starting at just $5,000 with no manager minimums.  Not only do we have access to world class managers through this platform, the structure as an investment only variable annuity allows for all gains to grow tax deferred. We can keep the account completely liquid and costs are in line with that of a standard managed account.

Please RSVP to join us for lunch Tuesday, April 25th at 12:00 pm as we dive deeper into where an allocation to Jackson Elite Access makes the most sense.

april, 2017

25apr12:00 pm1:00 pmEvent OverAccess to Elite Managers With No Minimum Account Size.

Time

(Tuesday) 12:00 pm - 1:00 pm

Location

South Coast Office

4041 MacArthur Blvd., #240 Newport Beach, CA 92660

RSVP to event

RSVPing is closed at this time.

Please let us know if you can make it to the event.

Can not make it to this event?Change my RSVP

Back To Top
X
X