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Services

At National Asset Management, we encounter clients who are concerned about the future, especially about how money will impact their retirement. We find that most clients are reassured to discover a path forward that alleviates many of their financial worries.

We empower clients through education. We help clients understand risk and how to manage it, as well as how to protect assets. We explain complicated financial issues in easily understood ways. This knowledge brings light into areas that were once dark, alleviating fears that come from lack of preparation. As we work together to develop an appropriate financial plan for you, we’ll walk beside you through each step of the journey, ensuring that you feel confident in your decisions.

After developing a sound understanding of your goals, we’ll customize strategies to suit your vision and objectives. We can help you execute a sound financial program using the following products and services:

Traditional Investments

We offer investments, such as stocks, bonds, mutual funds, and ETFs. Our experienced advisors are supported by dedicated specialists through vendors and our institutional clearing relationships.

Advisory Services

Our open architecture platform provides a full range of fee-based advisory programs across all major custodians, including advisor-directed accounts, separate accounts managed by third party money managers, well-known institutional asset managers, and turnkey managed account programs.

Alternative Investments

We offer a wide range of alternative investment products such as REITs, managed futures, oil and gas programs, equipment leasing and other alternative investments to help sophisticated investors implement diversified portfolio strategies

Retirement income and Education Products

We offer a wide range of retirement accounts, plans and products, including 529 plans, IRAs, SEP IRAs, SAR/SEP IRAs, SIMPLE IRAs, Roth IRAs, 401(k) plans, pension plans, profit sharing plans and variable annuities.

Insurance and annuity products

Investments

Bonds
Common Stock
Educational IRA
Traditional IRA
Roth IRA
SEP IRA
Simple IRA
Brokerage Accounts
Treasury Bills
Government Securities
Treasury Notes
Variable Annuity

Financial Planning

Retirement Plans
Tax Plans
401(k) Planning
403(b) Planning
College Plans
Estate Plans
Money Purchasing Plans
Profit Sharing Plans

Insurance

Disability Income Insurance
Life Insurance
Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

cortiz@nationalsecurities.com  |  631-881-0710