Institutional Services
Institutional Fixed Income Services
As a fixed income advisor, Centerpoint Advisors provides a wide range of services including:
- Investment policy development and review
- Portfolio construction, analysis and ongoing review
- Fixed income research at individual issuer and sector level
- Ongoing analysis of tax implications of gains and losses in portfolio
- Quarterly portfolio performance reporting
As broker, Centerpoint Advisors provides:
- Institutional quality trade execution of fixed income securities as including, corporate, municipal, mortgage, agency, collateralized mortgage obligation and asset backed securities
- Development of fixed income swaps based upon current versus target portfolio composition
Contact John E. Wolfsberg at
jewolfsberg@centerpointadvisors.net to find out about our Institutional Fixed Income Services.
Institutional Equity Services
National Securities’ Capital Markets Group provides value-added products and services to satisfy the needs of our corporate, institutional, and high net-worth clients. For more visit www.nationalsecurities.com
Investment policy development, Portfolio construction, Fixed income research, portfolio analysis, portfolio performance reporting, fixed income securities, asset backed securities, target portfolio composition
© 2006-2009 Centerpoint Advisors, LLC. All rights reserved. Legal & Compliance
Securities offered through National Securities Corporation, Member FINRA/SIPC. Investment Advisory Services offered through National Asset Management, Inc., a Registered Investment
Adviser and affiliate of National Securities Corporation. Accounts are carried by National Financial Services LLC, Member NYSE/SIPC, a Fidelity Investments® company.