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Monitoring Services


You don't have to change institutions

National Asset Management (NAM) has designed a platform that allows your Investment Advisor Representative to manage your accounts regardless of where the account may be deposited. You don't have to change your financial institution as your financial advisor can help you manage your investments without transferring your assets. Our technology allows our financial advisors to design and implement a suitable investment strategy for you at an institution of your choice. (Fidelity, Schwab, TD Ameritrade, to name a few). If you have Variable Annuity Accounts, your financial advisor can help you assemble an appropriate portfolio of investment options as provided through the insurance company that services your Variable Annuity investment.

NAM's state-of-the-art asset management platform is equipped to receive information regarding your account and to allow your financial advisor and you to access the platform to view all of your accounts in one place. This advanced service offers your financial advisor a view of all your investments in one platform and to apply a more appropriate and better diversified asset allocation for your investment needs.

If you have a 401(k) account or a 403(b) account, your financial advisor can manage those accounts for you through our Monitoring Program.

Advantage

You and your financial advisor have the advantage of viewing all your accounts and investments under one platform. No need to access different systems, platforms, or institutions to retrieve and view information about your investments. One quarterly performance report presenting all your investments. One login and password to access all your accounts.

Please contact your financial advisor or NAM at 1-800-742-7730 and ask about account aggregation and monitoring services available through NAM. Ask your Investment Advisor Representative for an online demonstration of our system and an explanation of the investment products that best suit your individual needs.

Please contact your investment advisor representative or National Asset Management at 1-800-742-7730 for the firm's disclosure brochure.

NOTE: There may be institutions at which National Asset Management cannot perform the above services. Please consult your financial advisor and make sure that your selected financial institution is approved by National Asset Management.