National Investment Services (NIS) manages fixed income and equity strategies designed with the objective to provide consistent performance and downside protection.
NIS has served this mission for more than 23 years by partnering with clients and consultants on their unique objectives using an agile investment process. We put client needs first through employee ownership and a collaborative, team-oriented culture. NIS regained independence as a privately held, employee-owned firm in 2014 after a brief period as part of a publicly traded company. Since reinvesting in our business, we’ve consistently reached new service and asset growth milestones. NIS now serves clients from offices in Milwaukee, Chicago and Sarasota.
NIS has $6.61 Billion in
Assets Under Management.
As of 9/30/2017
ASSETS BY STRATEGY
AS OF 9/30/17
ASSET BY FIXED INCOME STRATEGY
AS OF 9/30/17
NIS serves more than
300 clients nationwide.
Endowments & Foundations
23 Years of Service,
41 Years of History.
Founded in 1994 with a collaborative service vision, NIS grew out of National Investment Services of America—a firm established in 1975.
Years of Service
Ray Caprio Speaking at NAPO Annual Conference 2/27
On Monday, February 27, Ray Caprio, will be speaking at the National Association of Police Organizations (NAPO) in Orlando, Florida. He will be discussing active vs. passive investing on a panel moderated by Richard A. White, former safety trustee, Orange County Employees Retirement System. This panel discussion will discuss the differences and similarities between active, passive and […]
February 3, 2017
Mark Anderson Speaking at FPPTA Conference 1/30
On Monday, January 30, Mark Anderson, will be speaking at the Florida Public Pension Trustees Association (FPPTA) Trustee School in Orlando, Florida. He will be participating on the fixed income panel for the continuing education track. This panel will present a broad view of fixed income results in 2016 and general thoughts on the fixed income market environment […]
January 3, 2017
Mark Anderson Speaking at IPPFA MidAmerican Conference 10/7
On Thursday, October 7, Mark Anderson, will be speaking at the Illinois Public Pension Fund Association (IPPFA) annual conference in Lake Geneva, Wisconsin. He will be participating on a panel discussing “Behavioral Finance: Training the Investor Brain”. The panel will discuss the various common biases that hurt investors, share tools and tactics to make better judgements and […]
October 5, 2016
Mark Anderson Speaking at IPPFA Illinois Pension Conference 5/5
On Wednesday, May 5th, Mark Anderson, will be speaking at the Illinois Public Pension conference on the topic “Economic Signposts and Your Portfolio”. The presentation will look at the global forces of China and the Emerging Markets on the Developed Markets and will update the current status of key economic indicators within the various sectors such […]
May 1, 2016
2016 Organizational Update
As you may know, National Investment Services has enjoyed an extended period of notable product performance. In order to recognize outstanding contributions, and to demonstrate our commitment to development within the firm, we are pleased to announce several promotions: Jason Berrie, CFA to Co-Chief Investment Officer Jason has over 22 years in fixed income and […]
January 25, 2016
Mark Anderson Speaking at IFEBP Annual Conference 11/9
On Tuesday, November 9, Mark Anderson will speak at the 61st Annual Employee Benefits Conference hosted by the International Foundation of Employee Benefit Plans. He will discuss Advanced Strategies in Today’s Fixed Income Environment. He will provide a 2016 bond market outlook and examine current market trends including high yield and emerging markets. For more information please […]
November 8, 2015
NIS Return to Employee Ownership Completed
On June 30th National Investment Services (NIS) concluded the final step that returned our company to its prior status as a privately held, employee-owned firm. This was done by formally removing NIS from the Titanium corporate structure.