National Asset Management Inc. is an investment advisor that manages 1.3 BN dollars in regulatory AUM and has 196 employees, of which 188 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/08 to 06/30/16. The fund's latest filing disclosed 499MM in positions, representing 39% of the manager's regulatory AUM.


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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
EBIDTA Margin Debt/Assets Hedge Fund Crowding

NATIONAL ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 2.63% Tech 23.11% 0.33% 0 45%
FB 2.12% Tech 13.76% 0.07% 0 38%
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NATIONAL ASSET Founders and Key Employees

Name Title In Position Since
Mark H. Goldwasser Director December-2004
Alan B. Levin Secretary And Treasurer August-2011
Mark H. Goldwasser President And Chief Executive Officer March-2013
Kay A. Johnson Vice President March-2013
Robert B. Fagenson Director December-2013
William Lerner Director December-2013
Kay A. Johnson Chief Compliance Officer September-2014
David S. Rich Chief Supervisory Officer July-2013
David C. Levine Executive Vice President November-2014

NATIONAL ASSET Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Auditor Pro
Custodian Pro
Custodian Pro
Custodian Pro

NATIONAL ASSET Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis

Each IAR has access to various research reports and model portfolios to which he or she may refer in determining investment advice provided to clients. Each IAR chooses his or her own research methods, investment style, and management philosophy. Accordingly, the investment advice provided to each client may vary from one IAR to another.

It is important to note that no methodology, investment style, or investment strategy is guaranteed to be successful or profitable or can guarantee a client against loss. The investment strategies and advice may vary depending upon each client’s specific financial situation. As such, IARs determine investments and allocations based upon clients’ predefined objectives, risk tolerance, time horizon, financial horizon, financial information, liquidity needs, and other various suitability factors. Clients’ restrictions and guide...
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NATIONAL ASSET Portfolio Concentration


1001 4TH AVE
SUITE 3750
SEATTLE, Washington

NATIONAL ASSET Contact Information

Phone Number: 206-343-6238
Fax Number: 206-388-5067



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