To help you review the Illuminations fund strategist, UMA and SMA portfolios you’ve utilized for your clients and determine if there is something new and a better fit, performance snapshots have been updated for Q2 2023.
While we know we should not make recommendations purely off of performance, lists such as these are a great starting point to look at alternative solutions to help our clients better meet their financial goals.
Important Notes: Some performance information was not yet available at the time this document was created. This document can be found on the ESI Illuminations site as well as the NL Agent portal. To ensure the link below works correctly, please log in to the NL Agent portal first.
CLICK HERE for the ESI Illuminations Fund Strategist Portfolio Performance Comparison 1/1/23 – 6/30/23.
For Investment Adviser Representative Use Only / Not For Use With Clients Or Members Of The Public
TC135394(0823)1