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Centerpoint Advisors is affiliated with National Securities Corporation, member NASD/SIPC, a global financial services network that provides investment executives with one-on-one access to trading and operations at all major U.S. exchanges, a wide range of products, and a comprehensive asset management platform.

Our asset management programs are offered through National Asset Management, Inc., a Registered Investment Advisor and wholly-owned subsidiary of National Securities Corporation.

All accounts of Centerpoint Advisors, LLC, are carried by National Financial Services, LLC, member NYSE/SIPC. Our relationship with National Securities Corporation enables us to provide clients with a wide range of services and solutions to help you achieve your desired objectives and results.

Individual Services

A wide range of services and solutions to help you achieve your desired objectives and results.

Wealth Accumulation

Identifying Investment Opportunities
Asset Allocation
Risk Analysis & Tax Implications

Investment & Retirement Planning

Personal Investment Strategies
Traditional & Roth IRAs
Distribution Comparisons & Analysis
Small Business & Corporate
Retirement Plans

Qualified Plan Consultation

Risk Management & Evaluation
Profit Sharing Plans
Financial Advisory Servies

Estate Planning

Estate Tax Analysis
Estate Evaluation Services

Portfolio Review

Recommendations for Asset Allocation
Money Management & Mutual Fund Analysis

Wealth Protection & Transfer

Insurance Needs
Business Succession & Transition Issues
Trust Considerations

Account Consolidation

Consolidated Comprehensive Statement
Elimination of Investment Duplication
Efficient Account Management to Reduce Overlapping Maintenance Fees

Education Planning

529 Plans
Education Trust Management
UGMA/UTMA Custodial Accounts

Alternative Investments

Private Placements
Hedge Fund Opportunities

Portfolio Management Services

In addition to providing access to more than 100 money managers through National Asset Management, Inc., a Registered Investment Advisor and wholly-owned subsidiary of National Securities Corporation, Centerpoint Advisors offers specialized equity portfolios tailored to individual needs.

Intelligent Index

Developed in 2001 by the principals of Centerpoint Advisors, the Intelligent Index portfolio is a dynamic asset allocation program that utilizes highly liquid Exchange-Traded Fund (ETF) shares of the S&P 1500. Intelligent Index provides broad representation among all major capitalizations while applying rules-based discipline for portfolio weighting between growth and value styles.

Special Situations

Our Special Situations portfolio consists of a limited number of companies that, in the opinion of Centerpoint Advisors, represent above average risk/ reward potential. This portfolio is most appropriate when there is tolerance for a greater degree of volatility than a typical growth fund.

Companies included are typically selected on the basis of some, but not all, of the following criteria: insider buying, 13(d) activities, restructuring and recapitalization, share repurchasing, or institutional accumulation.

Fixed Income Services

Customized fixed income and municipal bond management.

Securities offered through National Securities Corporation, member FINRA/SIPC. Investment Advisory Services offered through National Asset Management, Inc.
Registered Investment Advisor and affiliate of National Securities Corporation. All accounts carried by National Financial Services, LLC, member NYSE/SIPC.

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