We offer a range of managed, diversified portfolio management strategies that are personalized around a clients risk profile, financial objectives and account preferences.

Institutional Platforms – NAMCOA has full access to Fidelity, Schwab, AssetMark, Folio, Interactive Brokers and SEI institutional  money management platforms and research, where we can resource investment expertise and support Clients that need unique wealth management and trust services, that include fiduciary oversight and guidance.

Actively managed:   As your portfolio consultant or manager, we will recommend or select investments from thousands of options based on our deep analysis and your preferences. We’ll also use your preferences and our understanding of economic conditions to adjust the mix of stocks and bonds in your account over time.

For more information about Portfolio Management contact us.