NAFA's Proprietary Investment Strategies
NAFA builds customized separately managed accounts for our private and institutional clients with our core in-house strategies detailed below. Please read NAFA's
composite disclosure statement.
Short Term Bond Strategy
Provides safety of principal with competitive returns as a secondary objective. The portfolio invests in bonds backed by the
full faith and credit of the U.S. Government. (
Performance Fact Sheet)
Intermediate Bond Strategy
NAFA seeks higher yields and total returns than are available with short term bonds. The portfolio invests in investment grade corporate bonds in addition to a core holding of bonds issued by the U.S. Treasury or Federal Agencies. (
Performance Fact Sheet)
Tax-Exempt Bond Strategy
NAFA's Intermediate Tax-Exempt bond portfolio invests in investment grade municipal bonds with a core holding of bonds that are insured or escrowed and thus have a AAA/Aaa rating. (
Performance Fact Sheet)
Convertible High Yield Strategy
Seeks to provide high total returns from income producing securities with the potential for capital appreciation. The Strategy invests in convertible corporate bonds and convertible preferred stocks of publicly traded companies. Convertible securities typically pay higher interest or dividends then common stocks and are exchangeable into the common stock of the issuing company. (
Performance Fact Sheet) Pinnacle includes publicly traded master limited partnerships (MLPs) in this strategy since they are high yield securities with growth potential. Clients may also request to have MLPs managed on a separate account basis.
Blue Chip Strategy
Seeks to provide returns similar to the Dow Jones Industrials. The Dow has consistently produced the best returns among major market indices. This strategy has very low turnover and low transaction costs. (
Performance Fact Sheet)
NAFA seeks to provide returns consistent with the long term historical average of small company stocks. Since 1926, small company stocks have outperformed large company stocks by approximately 2.0%. (
Performance Fact Sheet)