Customized Fixed Income Portfolios National Investment Services manages over $10 billion in customizable fixed income portfolios for a diverse client base, including multi-employer funds, religious organizations, healthcare, corporations, public funds, and foundations/endowments. This presents a significant sales opportunity to provide tailored investment solutions to clients seeking stable and enhanced yield fixed income options.

Technology Utilization National Investment Services leverages a tech stack comprising WP Rocket, MySQL, Chart.js, and other tools. Understanding their technology preferences can facilitate conversations around integrating complementary solutions or enhancing existing systems. This knowledge can be leveraged to position tech-related products or services effectively.

Chicago & Milwaukee Presence With offices in Chicago and Milwaukee, National Investment Services has a strong regional presence. This geographical concentration offers a focused target area for sales efforts and relationship building. By understanding the specific market dynamics and client preferences in these regions, sales professionals can tailor their approach accordingly.

Competitive Landscape Similar companies in the investment management space include Sigma Investment Management Company, Legacy Capital Partners, and AssetMark. Studying the competitive landscape can provide insights into market positioning, pricing strategies, and key differentiators. Identifying areas where National Investment Services outshines its competitors can be useful in sales pitches.

Potential Partnerships Exploring potential partnerships with organizations complementing National Investment Services' offerings, such as financial technology providers or related service providers, could open up new sales channels. By aligning with strategic partners, the company can expand its reach and cater to a broader range of client needs, enhancing overall sales opportunities.