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Professional Asset Management


NBC Securities offers several professional asset management solutions to provide clients with customized separate account management for their investments. Whether these programs are part of NBC Securities’ internally developed Professional Asset Management (ProAM) program or accessed through affiliation with third-party providers, these programs help guide clients through the investment process by developing and executing a strategy to help achieve their specific goals.

Access to separate account money managers is often restricted to multi-million dollar investment accounts. However, NBC Securities clients have access to several participating managers when investing amounts as low as $100,000. Separate account management programs are designed to provide:

  • Customized investment strategies
  • A broad selection of investment tools and resources
  • Affordable access to professional third-party money managers
  • Ongoing performance reporting and review
  • Strategic tax planning solutions