Advisor Managed Accounts
Your financial advisor is an Investment Advisor Representative (IAR) with NAM (National Asset Management).
NAM carefully selects and supervises its IAR's and provides them with state-of-the-art systems and products to better serve their clients.
NAM investment advisor representatives are experienced investment professionals with years of experience and are properly licensed to provide you with investment advisory services.
In an advisor managed account, your financial advisor personally manages your account. This means that your financial advisor will:
- Analyze your investment needs and objectives
- Determine your risk tolerance
- Design your asset allocation
- Suggest securities according to their findings
Your financial advisor will then monitor your account regularly and make adjustments as necessary to keep your investments on target with your recommended asset allocation and investment objectives.
National Asset Management will provide you with a statement and performance information.
Contact your NAM investment advisor or call NAM for information on how to contact a NAM investment advisor.
Please contact your investment advisor representative or National Asset Management at 1-800-742-7730 for the firm's disclosure brochure.