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At NFA Institutional Services, we follow an established investment philosophy that combines multiple asset classes in an effort to achieve higher returns while lowering the risk of losing principal. We also incorporate a systematic process that replicates a disciplined approach that is often used in managing large institutional pension and endowment funds, and overlay it with our own proprietary strategy.
What separates us from the others is our commitment to deliver customized advice and strategies for our institutions. We prepare comprehensive financial plans so we truly understand the financial needs, concerns, and future goals of our institutions. Products are the commodity in this industry. Our commitment to service is what truly makes us special.
At NFA Institutional Services, we have something specialized to the financial services industry. We have assembled what we call, “The NFA Living Library.” It is a true human library of financial services professionals with specific expertise and knowledge in all areas of the financial services industry.
Reagan graduated from St. Mary's University in San Antonio, Texas with a Bachelor of Science in biology and a minor in chemistry....
Kristen graduated from Southwest Texas State University in 2003 with a Bachelor of Business Administration degree in finance, Magna Cum Laude...
Robert graduated from Texas A&I with a bachelor's degree in education. He then attended Our Lady of the Lake University to obtain a ...
Steve Romano is Founder and current President of Romano Wealth Management, a full-service financial advisory firm headquartered in Edmond,...
Born and raised in the small town of East Bernard, Texas, Ryan moved to Austin in 2004 after obtaining his BBA in Finance and MBA in Business...
Zachary Jones is an Investment Advisor Representative and Partner at Bubela
Wealth. He has worked in the financial industry since...
Robert grew up in the Houston area where he spent much of his youth working on his Grandparent’s farm, developing a strong work ethic and...
Leah currently works as a liaison for high net worth clients. She reports directly to the president and CEO, and provides executive support in a...
Brad graduated from Texas Tech University in 2017 with a Bachelor of Science in personal financial planning, an industry leading and...
Belinda was born and raised in San Antonio, Texas. She graduated from South San High School and attended Palo Alto College....
Emily graduated from Texas Christian University in December 2017 with a Bachelor of Science in psychology and journalism. She joined the NFA...
Nichole joined The National Financial Alliance in September of 2017. At The NFA Corporate Office, Nichole is one of the administrative assistants...
Ashlea is currently attending the University of Texas at San Antonio. At UTSA she is working to complete a Bachelor of Arts in special education,...
Adam Straseske has served in the financial services industry for over a dozen years. He leverages his experience to add value to NFA Wealth...
After the ball drops on New Year’s Eve, we dig up our hopes and dreams and make some resolutions. Getting back in the gym, losing weight, and eating clean, are usually at the top of the list, but what about your finances? The health of your accounts, spending habits, and investments are just as important to evaluate.
The digital world has transformed professional industries in unique ways that prior to internet access would have been impossible. Doctors can monitor patients remotely, lawyers can offer counsel online, software can complete your taxes for you, and even financial investments and advertisements can be made without any face-to-face contact.
The term beneficiary crops up every now and again. Usually you’ll see it on an insurance form or hear about it in relation to a will, but despite the nonchalance we toss the term around with, beneficiaries are incredibly important. Let’s break down the details on how and why beneficiaries matter.
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