Strategies
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Blue Chip
NAFA’s Blue Chip Portfolio seeks to provide performance similar to the Dow Jones Industrials.
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Convertible/High-Yield
Seeks to provide high total returns from income producing securities with the potential for capital appreciation.
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Intermediate Bonds
NAFA seeks higher yields and total returns than are available with short term bonds.
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Midstream Energy
NAFA’s midstream energy strategy seeks to provide high levels of tax sheltered income and the potential for capital appreciation through investing in publicly traded master limited partnerships.
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Small Cap Value
NAFA seeks to provide returns consistent with the long term historical average of small company stocks.
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Tax Exempt Bonds
NAFA’s Intermediate Tax-Exempt bond portfolio invests in investment high quality investment grade municipal bonds.