Investment Solutions

National Financial's fee-based solutions provide you with choice and flexibility. We offer both fully bundled fee-based programs and individual services to complement an existing program.

Our mutual fund wrap and separate account management programs provide you with access to comprehensive turnkey solutions through third-party providers, allowing you to outsource your fee-based program needs. Or, you can use our individual services—such as fee-based billing, via feeEngine,^® and performance reporting—to help you build a fee-based business or complement an existing one.