NPA Asset Management, LLC was formed as a Registered Investment Advisory Firm (RIA) to provide completely unbiased comprehensive financial planning, analysis, and asset management. This offers the client the choice of a fee based compensation structure.
Through a strict method of analytical review, access to powerful global databases, and NPA’s own internal expertise, a macro view is used in the investment selection and evaluation process.
NPA’s research focuses on industry specific trends and the use of the major providers of research information. All evaluations and strategies are held to strict performance standards relative to their bench marks and industries. All recommendations will also include a full technical analysis comparison.
NPA’s service offerings include:
- Financial Planning
- Consulting Services: Individual, Corporate, and Institutional
- Lifestyle Management
- Strategic Philanthropy
- Family Continuity, Education, and Governance
- Business Succession
- Sophisticated Estate Planning
- Oversight of Tax Compliance
- Tax Sensitive Asset Management
- Cash Flow Management
- Asset Allocation and Management Selection
- Performance Measurement Analysis
- Structured Transactions
- Oversight of Fiduciary services
- Portfolio Review
- Fiduciary Review
- Money Manager Evaluations
- Research: Industry, Company
Representatives are registered through, and securities are sold through, Nationwide Planning Associates, Inc., member FINRA·SIPC, located at 1 Paragon Drive, Montvale, NJ 07645, (201) 476-0029. Insurance sold through licensed NPA Insurance Agency Representatives. Investment products are not federally insured, involve investment risk and may lose value, are not obligations of or guaranteed by the Broker/Dealer or a credit union. Nationwide Planning is a registered broker dealer.
Copyright ©2003, 2004, 2005 Nationwide Planning Associates, Inc. All Rights Reserved.