Leveraging over seventy years of industry experience, National Securities has created an investment solutions platform that is designed to work with corporations, institutions, and private clients equally. We provide an innovative product mix and comprehensive advisory services. By partnering with National, you’ll gain access to a custom menu of services designed to grow with you. These services include corporate finance, wealth management, financial planning, insurance and tax planning.
National Securities offers a full array of traditional and new investment products, risk management strategies and access to uncorrelated investments that can support diversification. We also offer a full range of retirement plans including IRAs, SEP IRAs, SARSEP IRAs, Simple IRAs, Roth IRAs, 401(k) plans, pension plans, profit-sharing plans and variable annuities.
As part of our investment solutions platform, National offers a variety of asset management services designed to meet the needs of institutions, organizations and private clients. Unlike larger firms that size up clients based on profit potential or cross-selling opportunities, our goal is to partner with organizations and individuals to help them meet their financial goals.
Comprehensive insurance coverage is important for capital preservation and long-term security. At National Insurance Company we have built relationships with every major insurance provider, giving us the tools to find solutions and write policies for corporations, institutions, family offices, and individuals.
As part of the National family of companies, National Tax and Financial Services is committed to helping clients of all sizes take the most tax efficient approach to financial planning. Our certified public accountants and tax experts can work with you to ensure that you’re making the most of tax efficiency opportunities available to you.
National Securities offers a robust trading platform and services the wholesale, institutional and retail markets. Our team of professionals has more than a century of collective trading experience in the securities industry, servicing large mutual fund complexes, state pension funds, family offices and hedge funds.
Our Private Shares platform allows National’s clients access to exciting, innovative, well-known private companies. We target well known, venture capital-backed companies that we anticipate are within 24 months of an Initial Public Offering.