Nearly Three Decades of partnering with clients and consultants on their unique objectives using an agile investment process
Timeline of National Investment Services
National Investment Services has seen success and growth as a result of investing in dedicated people and the latest technology. By continuing to invest in our team and staying ahead of the curve, we believe will ensure our continued success.
National Investment Sevices is Founded
100% employee-owned firm is established via change of control. Total AUM is $1.3 billion.
Robert J. Siefert is named CIO, President.
Core Plus Fixed Income strategy is introduced to client portfolios.
Initial development of Enhanced Yield as Preferred Stock strategy is launched.
Total Absolute Return strategy is developed.
NIS is acquired by Titanium Asset Management, a publicly-traded Investment Management firm.
Kent J. White assumes CIO role.
Robert P. Brooks is named CEO of Titanium/NIS.
NIS management acquires the firm from Titanium.
Surpassed $3 billion in AUM.
Compliance & Technology Initiatives
Chicago office is remodeled.
Compliance and Technology Initiatives:
- Portfolio accounting software upgrade
- Trading analysis software
- Comprehensive compliance analysis using a third party consultant
Surpassed $5 billion in AUM.
Jason Berrie promoted is to Co-CIO.
KnowBe4, a comprehensive and interactive Cyber Security program is launched.
Milwaukee office is remodeled.
AUM exceeds $7 billion.
NIS partners with Resolute Investment Managers to solidify long-term employee ownership, and expand growth potential and product development.
$9.4 Billion in Managed Assets
Kent White becomes Senior Adviser.
American Beacon NIS Core Plus Bond Fund is launched.
Jason Berrie assumes CIO role.
Surpassed $10 billion in AUM.
NIS continues to focus on working with its clients and the consultant community to provide the same standard of high quality fixed income products to our clients.