What Makes Us Unique

Our objective is to streamline the installation, operation, and administration of Institutional Benefit Programs.

We decrease the time and expenses involved for employees to administer each program for function, efficiency, and cost.

More Than Financial Products… A Lot More:

Because we are independent, (we are not employees of one financial company) we have access to all of the available financial products and instruments needed to create portfolios for our institutions. 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 truly makes us stand out.

Living Library of Expertise:

At NFA, we add something different to the financial services industry. We have assembled what we call, “The NFA Living Library”, a true human library of financial service professionals with specific expertise in all areas of the financial services industry. Our goal is to provide our institutions with the most qualified people and resources to help design financial strategies from simple to the most complex. We are an organization of specialists, not generalists.

We Are Not Busy Selling, We are Busy Serving:

Some advisors are busy selling something. We are busy serving the best interests of our Institutions – even if it does not change our bottom line. We provide the deep service that our institutions need, first and always.

No to Buy and Hold: 

We believe in tactical asset management that takes into account the changing market, your income needs, as well as your goals. We do not believe in a “set it and forget it” strategy for investment management. Our professionals focus on active asset management and portfolio design.

Team Based Planning: 

Our comprehensive financial plans are not developed in a silo by one financial advisor. We take a team-based approach to preparing financial plans for our institutions. Our team looks at the overall financial picture of each institution, combining business and personal. We incorporate our specialists as a necessity to complete a truly comprehensive plan.


Before making any changes or commitments, we will disclose all advantages and disadvantages of any recommendations, your costs, and our compensation. Our operation is, and always will be, transparent.

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