Wealth Management Services
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The more investment options you have, the more pressing the need to understand your opportunities and plan strategically. In delivering investment advisory services, we focus on keeping you as informed as possible.
Your interests always come first. National Wealth Management, LLC does not sell investment products nor are we compensated differently based on the type of investment recommended, so we do not favor one solution over another.
National Wealth Management, LLC is committed to understanding your unique circumstances. We recommend investment portfolios designed to help you meet your goals, while accommodating your tolerance for risk in conjunction with a cash flow and tax planning overlay.
Below are some of the Investment options used in portfolio management: |
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Institutional Private Money Managers – Our private money management service gives you access to of 250 institutional-level professional money managers. These managers are some of the most respected specialists in their investment fields, who manage portfolios for universities, pension funds and other large institutional investors. We have access in choosing from a wide variety of investment styles and specialties ranging from small, medium, and large domestic and international company stocks to real estate trusts and tax-exempt bonds. A portfolio using a combination of different styles and asset classes will allow us in the end to properly diversify your portfolio risk and volatility in an attempt to meet your overall goals and objectives. |
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Mutual Funds - We are proud to offer over 10,000 mutual funds. Choose from no-load, low-load and load funds (most available at net asset value). Our No Fee Network features over 3,500 funds including over 2,100 load funds and 1,400 no-load funds available at NAV. |
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Fixed Income – Through our partnership with Schwab Institutional and TD Ameritrade Institutional, National Wealth Management has access to over 25,000 fixed income securities ranging from Municipal, corporate, CD's and government bonds, plus other fixed income securities. |
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Equities – We will work with you to establish a long term portfolio of individual stocks based on fundamental research available to us. Most firms are limited by their own proprietary research to offer clients. National Wealth Management has access to research information from Charles Schwab, Smith Barney and Merrill Lynch with all technical research coming from Dorsey Wright and Assoc. This multi company research access allows us to analyze differences in company and market outlooks. This allows us to make a more informed decision on the outlook for the markets or an individual company. |
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| View our advice on the Wealth Management |
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