National Asset Management

National Asset Management, Inc. (NAM) is an SEC Registered Investment Advisor (RIA.)  NAM provides state-of-the-art comprehensive portfolio management and processing platform. Our advisors utilize NAM’s sophisticated products and systems to help clients achieve their financial objectives. Clients have the ability to access account information that includes performance, holdings, transactions, billing and capital gain & loss reports among other information. NAM’s investment approach provides a disciplined process that identifies the clients’ unique investment goals, and establishes a personalized investment plan to meet them. Our advisors promote a defined process for each critical step in the investment management cycle including goal setting and risk/return profiling, asset allocation modeling, investment manager selection, ongoing monitoring and comprehensive reporting. The NAM platform supports accounts held at TD Ameritrade, Charles Schwab, and Fidelity and many others.

NAM professionals work with advisors closely to provide training and ongoing information sharing

  • Unique Customization, an investment process built around the clients' unique needs.
  • Focus on relationships and understanding the client’s goal.
  • Portfolio diversification through strategic and tactical asset allocation.
  • Tax-aware portfolio management.
  • Secure online account access.

Headquartered in New York, NY, National Asset Management is an affiliate of National Securities Corporation (NSC), Member FINRA/SIPC.

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