Investment Advisory
Talk to a Financial Advisor to find about more about the following investment advisory programs.
CUSTOM PORTFOLIO MANAGEMENT
Our team offers fee-based pricing on discretionary or nondiscretionary portfolios designed specifically for your risk tolerance, experience, objectives and resources.
SEPARATELY MANAGED ACCOUNTS
The SMA program affords investors ready access to a broad list of non-affiliated investment managers typically available only to institutional accounts.
STRUCTURED MODEL PORTFOLIOS
NCIA, an affiliate of NCPI, focuses on structured model portfolios managed solely on a discretionary account basis. NCIA is designed to complement your Financial Advisor's effort in creating a successful investment plan, addressing particularly the equity portion of a client's overall asset allocation proposal. These include:
- CORE EQUITY MODEL PORTFOLIO: This model is designed to comprise the largest portion of an investor's domestic equity holdings. Our stock selection process blends both growth and value criteria among large capitalization companies.
- ENERGY EQUITY MODEL PORTFOLIO: This model seeks to preserve capital and generate long-term growth and income, by investing in relatively low beta mid-to-large capitalization energy and related stocks.
- Technical Allocation Growth Portfolio (T.A.G.): The main focus of this strategy is capital appreciation. It is based on owning exceptional companies, selected as a result of fundamental and technical analysis and purchased at reasonable prices.