What is Nationwide ProAccount®?
Nationwide ProAccount is a managed account service designed to help take the guesswork out of retirement investing. With Nationwide ProAccount, your investments are selected for you based on your age and risk tolerance, then monitored and adjusted to keep you on track toward your retirement goals.
What you get as a Nationwide ProAccount client:
Professional management from Wilshire Associates
- Experienced investment manager with the time and knowledge to make informed investment decisions for the portfolios
- Investment management based on age and risk profile
- Periodic adjustments as market conditions change
Continuous oversight by Nationwide Investment Advisors, LLC
- Ongoing monitoring of Wilshire's management and performance
- NIA implements the investment advice as directed by Wilshire
- Periodic updates about your account and investments
- Quarterly statement notifications
Institutional investors outperform individual investors1
- +5.4% annualized
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.
1 Sources: DALBAR and Wilshire Trust Universe Comparison Service. Average equity investor, bond investor, asset allocation investor and inflation data from All Public Funds Universe, DALBAR. Data as of 12/31/2015.
Past performance is not indicative of future results. All investing involves risk, including loss of principal.
Is Nationwide ProAccount right for you?
If you answered 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 respected investment management firm was managing your portfolio?
- Would it give your peace of mind to know that professionals are making adjustments to your portfolio as needed to keep it in line with your objectives?
Nationwide ProAccount® neither guarantees a profit nor eliminates risk.
Investment advice for Nationwide ProAccount is provided to plan participants by Nationwide Investment Advisors, LLC, a SEC-registered investment adviser.
Wilshire Associates Incorporated (Wilshire) is not an affiliate of Nationwide or Nationwide Investment Advisors, LLC (NIA). NIA has retained Wilshire as an Independent Financial Expert for Nationwide ProAccount. While NIA is the investment adviser, Wilshire has discretion over all investment decisions. NIA will exercise discretionary authority to allocate and rebalance a ProAccount participant's account to implement the individualized advice generated by Wilshire.
Nationwide, the N and Eagle, and Nationwide ProAccount are service marks of Nationwide Mutual Insurance Company. ©2016 Nationwide