Jackson Elite Access (EA) is an investment platform that enhances traditional investing with alternative investments and strategies. Elite Access aims to give investors the tools they need to manage risk and seek opportunities in today’s turbulent markets.
This meeting will discuss those specific strategies available on the Jackson Elite Access platform that when implemented can help reduce overall volatility. Specific strategies to be covered will include: T.Rowe Price Capital Appreciation Fund (an active fund that has outperformed the market capturing 232% of the upside over the last 15 years while at the same time taking less risk), AQR Managed Futures (up 1.99% year to date through January 29th), as well as several other strategist currently being implemented by South Coast. We will also be discussing advanced tax planning strategies utilizing the Elite Access platform.