JEFF NAT MAx MODELS SUITE
Jeff Nat’s MAx Models Suite:
2 ways advisors can benefit
from our tax-advantaged account.1
01
02
Build your own MAx
investment models.
Choose from more than 390 fund options.
Select any one or more of our
MAx Models from proven managers
Envestnet | PMC, CAPTRUST, Braver
Capital Management or CMG.1
In today’s volatile market, where every basis point counts, advisors
are looking for solutions to increase returns without increasing risk.
Jeff Nat’s efficient investing platform makes that possible:
Powered by a highly flexible
technology platform that easily
integrates into your practice
Customize functionality — from
individual trades to mass transactions to automated rebalancing
Leverages the industry’s largest
selection of 390+ funds
Utilize multiple MAx Models
within a single client account
Includes more than 70 alternative investment options designed
for mitigating risk and managing
volatility
Learn more about Monument Advisor: Call 1.866.667.0564. Or visi
Table of Contents for the Digital Edition of Morningstar Advisor - June/July 2013