How We Grade Ourselves

HOW WE GRADE OURSELVES

NCA adheres to a strict approach when it comes to both portfolio construction and client service.

Thumbnail

 

  • Are we earning an appropriate risk-adjusted rate of return above inflation given your long-term goals?

 

Thumbnail

 

  • Are we fully participating in index performance taking into account your portfolio's allocation to stocks and bonds?

 

Thumbnail

 

  • Are the investments in your portfolio competitive with their specific benchmarks based on daily monitoring by our Chief Investment Officer?

 

Thumbnail

 

  • Are we returning calls and emails within 24 hours and effectively utilizing a team approach to provide you continuity of service?

 

 

Check the background of this investment professional on FINRA's BrokerCheck.