Nationwide Smart AllianceSM

The confidence that comes from co-fiduciary support to manage your fiduciary responsibilities.

Our non-discretionary investment co-fiduciary service gives you the support and resources you need to manage your responsibilities with confidence.

NIA ADV Part 2A
NIA ADV Part 2B
Privacy Notice

To request a paper copy, please call 1-800-772-2182 or write to:
Nationwide Investment Advisors, LLC
Attn: Smart Alliance
10 W. Nationwide Blvd.
Columbus, Ohio 43218

What plan sponsors can expect with Nationwide Smart Alliance:

A trusted, co-fiduciary partner
  • NIA processes and resources
  • Investment recommendations based on fundamental quantitative and qualitative research
  • Assistance from NIA to make informed, final investment decisions
Ongoing Consulting
  • Access to an Investment Policy Statement (IPS) template that can be customized to meet the needs of your plan
  • Continuous monitoring of the investments in your plan
  • Plan reviews at regular intervals or ad hoc if needed

Benefits to plan participants with Nationwide Smart Alliance:

  • Customized investment lineup that provides the opportunity for each participant to create their own efficient portfolio
  • Choice amongst cost efficient investment options
  • Access to large, well-known investment firms as well as institutional boutiques