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Advanced Investing

Portfolio Management

Portfolio Management

We allocate capital to the best funds, stocks, bonds, separately managed accounts, and other myriad investment choices available that are commensurate with clients’ goals and coupled with our economic outlook.

When working with us, we start by identifying both current and future investment goals and curating a custom portfolio allocation for clients with the best strategies and techniques available. We can also bring in other parts of the National family to provide advice on tax and insurance considerations that can help you maximize your growth potential, manage risks, optimize for tax efficiency and mitigate potential liabilities.

Individual Stock Selection

Individual Stock Selection

One of the unique value-adds that we offer here at National is the opportunity for individual security selection to help enhance performance of your portfolio allocation. Our team does extensive research on these ideas; including with meeting management, running financial models, listening to earnings calls, and studying market segment dynamics to ensure that we find the best available instruments to reach client objectives.

For more aggressive strategies, we have significant domain experience in rapidly growing technology companies. Given the constant evolution of technology and underlying adoption cycles, we have a highly specialized approach that involves extensive research, segment knowledge, and unique experience that enables us to identify high performing stocks early in their lifecycle. These companies need to meet specific criteria, and present attributes that demonstrate the emergence of mass adoption by the market. This is one of our core services that differentiates us from the typical advisor.

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