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Why Hilton Head Asset Management Group:

Hiltond Head Asset Management Group is a full service, client driven firm. Our professional association with National Securities and National Asset Management give us the support of national offices around the country. Together with our group and National’s we have dedicated teams covering different investment styles, sectors and asset classes. Many professionals: portfolio managers, analysts, technicians and traders; supported by additional support personnel. Professionals generally have 25+ years of investment experience. As professionals, we strive to master and become brilliant at the basics

Our Management Style:

Objective 1: Meet our clients’ individual income needs                
and investment goals.

Objective 2: Preservation of capital – not losing money is just as
important as making money.

Objective 3: Performance –  we attempt to obtain annual total returns
that are in line, on a risk adjusted basis, with the S&P 500 over a market cycle.

Implementation:

  • Investment ideas are gleaned from various resources:
    - Briefing. COM research
    - Credit Suisse
    - Barclays, Argus
    - Standard & Poor's research
    - Technical analysis

  • Active Management: Daily review of portfolio positions with
    respect to technical and fundamental issues.

  • Risk Management:    Portfolio cash levels are raised and lowered
    based on our perception of market risk
    according to our market risk model.

 

 
 

 
 
   


Securities offered through National Securities Corporation (NSC), Member FINRA/SIPC. Advisory Services offered through National Asset Management, Inc. (NAM), an SEC registered investment advisor and affiliate of NSC. Insurance products offered through National Insurance Corporation (NIC). Hilton Head Asset Management Groupis not affiliated with NSC, NAM, or NIC.

Accounts are carried by National Financial Services LLC, Member NYSE/SIPC, a Fidelity® Investments Company - and/or - Accounts are carried by COR Clearing, Member FINRA/SIPC.