Thank you for your interest in the Nationwide ProAccount program. Nationwide ProAccount is a managed account service designed to help take the guesswork out of retirement investing. Please find below the disclosure documents that summarize the investment advisory services provided by Nationwide Investment Advisors, LLC.
To request a paper copy, please call 1-800-772-2182 or write to:
Nationwide Investment Advisors, LLC
Attn: Nationwide ProAccount
P.O. Box 183192, Mail Stop 5-05-201J
Columbus, Ohio 43218-3192
What you get as a Nationwide ProAccount client:
Professional Investment Management
Independent Financial Expert investment advice
Investment advice based on your age and risk profile
Ongoing portfolio adjustments based on changes in market conditions
Oversight by Nationwide Investment Advisors, LLC
Ongoing monitoring of portfolio performance
Ongoing oversight of the Independent Financial Expert
Periodic updates about your account and investments
Quarterly statement notifications
Over 20 years, individual investors barely stayed even with inflation. But institutional investors — investment management companies that manage money for large institutions — delivered better performance year after year. Over time, that difference amounted to significantly better gains.
4% annualized over 10 years
4% annualized over 20 years
Source: DALBAR and Wilshire TUCS®. Average Equity Fund Investor, Fixed Income Fund Investor, and Asset Allocation Fund Investor from the DALBAR Report. Average institutional investor data from Wilshire TUCS is represented by the median total returns of master trusts - all plans, as of 12/31/18. The chart shown intends to demonstrate what Wilshire believes to be the effect of behavioral biases, including market timing, exhibited by retail investors. The reader should view these returns in consideration of other relevant additional factors and should not rely solely on performance data shown.
If you answer yes to any of these questions, then ProAccount may be a good choice.
Do you sometimes find yourself overwhelmed by choosing investments and maybe even a little intimidated by the process?
Would you feel more confident knowing that a highly respected professional investment management firm was managing your portfolio?
Would it give you confidence to know that professionals are making adjustments to your portfolio as needed to keep it in line with your objectives?
There is an annual fee for Nationwide ProAccount. The fee is listed in the Participant Agreement and is calculated daily, based on the market value of your assets, and deducted from your account at the end of each quarter. A 90-day trial period allows you to enroll in the service with no up front fee. Your account is charged only if you continue the service beyond the trial period.