Private Client Mutual Fund, ETF, Variable Annuity/Variable Universal Life Model Revisions!!
LSA will begin making revisions to all model portfolios over the next two weeks. Please note the date that the revisions will be posted to the website. These posts will be made at the end of each business day. All revisions will be targeted to trade ONE WEEK later than the post date.
LSA will be making revisions to the following portfolios:
Posted Thursday, June 14th: Private Client, PC Traditional, PC Tax Eff, Jackson National VA, Jefferson National – targeted trade date – Thursday, June, 21st.
Posted Friday, June 15th and Monday June 18th: BME, CBP, PC L100k, Voya Golden Select, Voya Variable Universal Life, Nationwide, Sammons – targeted trade date – Friday, June 22nd.
Posted Tuesday, June 19th: DFA, DFA Blended, Ohio National, Paclife, Protective Life, Security Benefit AD, Security Benefit SD, and Valic – targeted trade date – Tuesday, June 26st.
Posted Wednesday, June 20th: Allianz, AXA, Hartford, Lincoln, Metlife, Sunlife Transamerica, American Funds, Vanguard, Vanguard Tax Eff, Fidelity – targeted trade date – Wednesday, June 27th.
Posted Thursday, June 21st: ETF, ETF Tactical, PC Blended, PC Income Strategy, PC Income Focused, Voya Select Advantage, JNL Elite Access – targeted trade date – Thursday, June 28th.
*The Mutual Fund and ETF revisions will impact the NTF models as well.
* The Investment Rationale has been posted to the beta site for you to view.
* As a reminder, the Revision Explanation Presentation/Video will be posted in the very near future.
If you have any questions, please contact us and we’ll be happy to help.
The LSA Team