National Asset Management
Our Company
Our Benefits
Our Process
Our Products
Our Team
Locate An Advisor

If your Advisor is located in the area that may be affected by Hurricane Irma and you are unable to reach him/her please call 800-220-0713 or 845-834-4340 for assistance.

Understanding My Goals

An Investment Process
Built Around Your Unique Needs

  • Astute Planning
  • Disciplined Implementation
  • Prudent Investing

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Building My Roadmap

Consultation & Rebalancing

  • Portfolio Diversification Through
    Asset Allocation
  • Executing The Strategy
  • Monitoring Your Portfolio
  • Tax-Aware Portfolios

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My Options

Our Products

  • Account Aggregation Solution
  • Advisor Managed Accounts
  • Unified Managed Accounts
  • Separately Managed Accounts
  • Mutual Fund Wrap
  • Portfolio Monitoring

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My Benefits

  • Relationship
  • Security
  • Tax Efficient
  • Custom Portfolio
  • Socially Conscious

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