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
- 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