National Asset Management
Our Company
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Our Process
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An investment process built
around your unique needs.

Through NAM AdvisorGuide, NAM’s state-of-the-art portfolio management and processing platform, clients can access account information that includes performance, holdings, transactions, billing and capital gain & loss reports. With the support of products and systems offered by National Asset Management, our financial advisors are well prepared to assist you in meeting your financial objectives.

NAM’s investment approach provides a disciplined process that identifies your unique investment goals, and establishes a personalized investment plan to meet them. We employ 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.

Investment Process

  • Identify the client’s needs and objectives
  • Determine asset allocation policy
  • Recommend premier asset managers and implement portfolio strategies
  • Monitor portfolios and managers

Investing involves risk, including possible loss of principal.