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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.
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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