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)
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)