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Mutual Fund Wrap

Through National Financial Services, LLC, a subsidiary of Fidelity, NAM has the capability to provide you with a comprehensive selection of mutual funds and a program that identifies and assigns mutual funds for your particular investment objectives with consideration of your risk tolerance.

Your financial advisor has access to this program and can provide you with detailed information on how to utilize the risk measurement, asset allocation, mutual fund selection, and monitoring features of our Mutual Fund Wrap Program.

Please contact your financial advisor or call NAM at 1-800-742-7730 to learn more about how this program can satisfy your investment needs.

National Asset Management is not affiliated with National Financial Services, LLC. - a subsidiary of Fidelity.