Resources & Support

PRACTICE MANAGEMENT                  MARKET COMMENTARY                INSTITUTIONAL RESEARCH

Your Investment Solutions Group

Thomas Kowalczyk
Henry E. Kaplan

National is committed to ensuring you get the support and resources you need to properly engage your clients and grow your business. Our Investment Solutions team will help you navigate our broad and comprehensive investment platform.

Let us help you identify opportunities to expand the services you provide your client. Our highly knowledgeable team will work closely with you to provide education and support on:

  • Case Design
  • Product Education
  • Training on our Technology Platforms
  • Business Development

- Tom Kowalczyk and Henry Kaplan head up National's Investment Solutions group.

Dedicated Practice Management

In addition to navigating our broad investment platform, the Investment Solutions team has dedicated Practice Management support to help you continue to adapt and grow your business with the right focus to highlight all that you do for your clients.

With a personalized approach, our Practice Management team will take the time to understand your approach and will help you articulate your value proposition to clients. Through regular and ongoing consultations, we will help you create the brand and business model to take your practice to the next level, with offerings including:

  • Business Coaching and Consulting
  • Business Tool Integration
  • Strategic Development
  • Brand Development

“Coach” Dan Fry heads up Practice Management at National ->

Daily Market Insights You Can Use

As a National advisor, you will have access to daily market commentary from our Chief Market Strategist– the well-known capital markets analyst Arthur (Art) Hogan. Between his frequent appearances on CNBC, FOX Business, and Bloomberg TV, Art also hosts exclusive market calls for National’s financial professionals and makes himself available for your questions.

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Institutional Research

While many bulge bracket and larger middle-market firms only provide research to support banking opportunities, we pride ourselves on producing value-added and objective institutional research—and sharing it with you.

As a financial advisor with National, you will benefit from regularly published research reports as well as a highly responsive research team that is accessible to you for questions or consultation.

National’s research analysts are market-cap agnostic and firmly believe in finding value rather than covering securities for the sake of coverage.

Our Research analysts currently cover over 50 companies across the following sectors:

  • Financial Services: Focus on BDCs and RICs
  • Healthcare: Focus on Biotechnology and Medical Devices
  • Technology: Focus on Software as a Service (SaaS), the Internet of Things (IoT)
  • Real Estate: Focus on Multifamily, Industrial, Office, and Lodging

Ready to Take the Next Step?