Through National Asset Management, Inc., a Registered Investment Adviser and wholly owned subsidiary of National Holdings Corporation, our parent company, Investment Advisor Representatives can custom-build portfolios and design financial plans based on their clients’ needs, not on proprietary products. Investment portfolios can be created by choosing from equities, fixed income, money markets, exchange traded funds (ETF), a selection of 12,000 mutual funds, and over 250 professional money managers.
Financial Plans can be implemented using the latest wealth management software with Monte Carlo simulations and cutting-edge probability analysis which can indicate its success. Program accountability features include annual return targets and quarterly reviews.
A National Securities Representative’s and a National Asset Management Advisor’s independence enables him or her to offer a wide range of products and services. When using a full service brokerage account, the Registered Representative and the client choose the level of service appropriate. Or, the client can select a state-of-the-art asset management account with an Investment Advisor Representative in which they have the freedom and flexibility to create the optimal strategy.