NATIONAL ASSET Overview
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 03/31/19. The fund's latest filing disclosed 801MM in positions, representing 63% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/08 to 03/31/19. The fund's latest filing disclosed 801MM in positions, representing 63% of the manager's regulatory AUM.
NATIONAL ASSET StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
NATIONAL ASSET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 2.39% | Tech | 4.21% | 0.02% | 0 | 41% | ||
| AMZN | 2.3% | Cons. Disc. | 6.13% | 0.04% | 0 | 39% | ||
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FEATURED IN
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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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...
Unlock Full Investment Process Description
NATIONAL ASSET Portfolio Concentration
NATIONAL ASSET Location
1001 4TH AVE
SUITE 3750
SEATTLE, Washington
UNITED STATES, 98154
SUITE 3750
SEATTLE, Washington
UNITED STATES, 98154
NATIONAL ASSET Contact Information
Phone Number: 206-343-6238
Fax Number: 206-388-5067
Website: null
Fax Number: 206-388-5067
Website: null
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