Asset Management

Through our affiliate, National Asset Management, we offer a variety of asset management services designed to meet the needs of institutions, organizations and private clients.

Asset Management

Our goal is to partner with organizations and individuals to help them meet their financial goals. Our success is determined by the prosperity of our clients, which is why we put them at the heart of everything we do.

We can work with you to set up fund mandates, advisor managed accounts, separately managed accounts, portfolio monitoring as well as create custom financial plans. Our AdvisorGuide portfolio management platform will provide you with a single statement that shows all your investment accounts together and in one convenient format.

When you work with one of our advisors, we start by identifying both current and future investment goals. We can also bring in other parts of the National family of companies to provide advice on tax and insurance considerations that can help you maximize your growth potential, optimize for tax efficiency and mitigate potential liabilities.

Financial Planning

A financial plan can provide the bedrock for a comprehensive evaluation of your current and future financial state. Your financial advisor can help you create a unique and customized plan to help you achieve your financial and life goals.  With access to some of the most powerful planning tools in the industry, your advisor can help establish and track your plan to ensure your comprehensive plan stays on track.

Monitoring Services

Working with National means that you can maintain your other existing financial relationships; National is equipped to monitor your investments no matter where you have an account. We can use this information to provide you with comprehensive investment monitoring and advice to ensure that your portfolio is best suited to your investment goals at any given time.


Need more information? Take a look at our detailed brochures.

ADV Disclosure

Advisor Guide

NAM Wrap

Wrap-Fee Program