National Investment Services OF America, LLC
SEC RegisteredTRADITIONAL FIXED INCOME AND ENHANCED YIELD STRATEGIES
About the firm
National Investment Services (NIS) is an active fixed income investment manager offering traditional fixed income and enhanced yield strategies. A core principle of NIS is its responsibility as a Fiduciary to its clients and their beneficiaries, serving clients with their best interests at the forefront of the investment process in conjunction with their consultants and advisors.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Traditional fixed income strategies (including Short Duration, Intermediate, Core, Core Plus, Liability Driven Investing, and Socially Responsible Investing) and enhanced yield strategies (including Dynamic Fixed Income, Total Absolute Return, Preferred Stock, High Yield, and Short Duration High Yield).
Who they serve
Clients and their beneficiaries, served in conjunction with their consultants/advisors
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 10 | $33M |
| Pension/Profit Sharing Plans | 12 | $409M |
| Charitable Organizations | 263 | $13.0B |
| State/Municipal Entities | 35 | — |
Leadership
Office locations
Advisors at this firm
14 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Core Strategy - First $50M | 0.30% |
| Core Strategy - Next $50M | 0.25% |
| Core Plus Strategy | 0.35% |
| Total Absolute Return Strategy (private fund only) | 1.00% |
| Dynamic Fixed Income Strategy | 0.60% |
| Preferred Stock Strategy (private fund only) | 0.60% |
Data as of March 12, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. National Investment Services OF America, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched