NAAI Investment Management provides customized portfolio management services exclusively to other investment advisors and financial institutions, not directly to individual investors. NAAI uses proprietary AI models to design investment solutions that align with institutional mandates, risk preferences, and asset allocation requirements. They also offer pension consulting services and educational seminars.
Fee Structure
NAAI Investment Management does not directly manage investments for individual investors. They provide model portfolios and investment recommendations to institutional clients, who then manage the investments for their own clients. The institutional clients typically charge an annual management fee ranging from 0.5% to 2.0% of assets under management, and may share a portion of that fee with NAAI.