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National Investment Services OF America, LLC

National Investment Services OF America, LLC. CRD 307169

National Investment Services OF America, LLC logo

CRD: 307169

National Investment Services OF America, LLC

Milwaukee, WI, 53202
4147651980
www.nisi.net
$16.3B Total AUM
$16.3B Disc. AUM
26.2% 3Y CAGR
38 Employees
360 ADV. Clients
6 yrs Firm Age

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Firm Details

Custodian
Comerica Bank · Jefferies · Northern Trust · State Street · US Bank
Clients
Retail and Institutional
Platforms
Ember signalPioneer +more
Established Date
12-01-2019
Office Locations
2

Office Locations

200 W. Madison Street Suite 2900 Chicago IL
777 East Wisconsin Avenue, Suite 2350 Milwaukee WI

About National Investment Services OF America, LLC

National Investment Services of America (NIS) is a fiduciary investment manager serving retail and institutional clients, partnering with clients’ consultants/advisors to build strategies aligned to stated expectations. The firm provides asset management and portfolio construction with an active, risk-managed approach; its SMA allocations are predominantly fixed income, led by investment-grade corporate and U.S. agency/government bonds.

Team overview

50 AVG AGE
$1.0B AVG AUM / ADVISOR
$45.1M AVG AUM / CLIENT
4.9 yrs AVG TENURE
38 Employees
16 Advisory Reps
13 RIA Reps
6yrs Firm Age

Insights

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Asset Classes

Frontier prime Peak vital Harbor Horizon Delta Matrix

Client Personas

Quantum

Custodian

Insight atlas Vital Timber atlas

Investment Themes

Momentum fusion Oak vertex Timber

Investment Vehicles

Harbor vertex

Services

Unison Foundation Vector

Technology

Value Glacier pioneer Vector

Owner & Executives

N

NATALIE KAY ABBOTT

Chief Compliance Officer

CRD
--
Ownership
Less than 5%
(935) 424-8146
peak.meridian@oakcapital.com
in linkedin.com/in/fusion-timber
M

MARK ROBERT ANDERSON

CHIEF STRATEGY OFFICER, Portfolio Manager

CRD
#4381132
Ownership
Less than 5%
(250) 942-9344
vital.timber@insightcapital.com
in linkedin.com/in/wave-glacier
R

Ridge vector

Alpha delta

CRD
#10621
Ownership
48.0%
(561) 738-2803
harbor.quantum@vitalcapital.com
in linkedin.com/in/vital-pathway

Showing 2 of 11 owners & executives

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Contacts

L

LESLY MERRIKEN BARNES

Portfolio Manager

CRD
#4561238
(642) 533-6737
capital.beacon@zenithcapital.com
in linkedin.com/in/meridian-catalyst
J

Jay Thomas Dirienzo

Assistant Portfolio Manager

CRD
#7489002
(871) 205-2811
pathway.bridge@alphacapital.com
in linkedin.com/in/capital-radial
O

Optima harbor

Catalyst horizon atlas

CRD
#60177
(849) 914-9531
prime.atlas@insightcapital.com
in linkedin.com/in/momentum-fusion

Showing 2 of 23 contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
05-05-2022
03-21-2023
05-20-2024
04-24-2025
05-01-2026
Category Assets AVG. Account size
Discretionary $16,252,169,000 $45,144,914
Non-Discretionary $0 --
Total $16,252,169,000 $45,144,914

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Separately Managed Accounts

Total SMA Asset: $15,834,615,000

$15.8B Total SMA
Corporate - Investment Grade:
5.9%
U.S. Government/Agency:
10.6%
Other:
28.2%
Corporate - Non-Investment Grade:
24.1%
Cash:
31.2%
Asset class Assets Assets %
Corporate - Investment Grade $94,811,452 5.9%
U.S. Government/Agency $170,339,219 10.6%
Other $453,166,602 28.2%
Corporate - Non-Investment Grade $387,280,677 24.1%
Cash $501,375,815 31.2%
Total $1,606,973,765 100.0%

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