Institutional Services

Institutional Fixed Income Services

As a fixed income advisor, Centerpoint Advisors provides a wide range of services including:

• Investment policy development and review
• Portfolio construction, analysis and ongoing review
• Fixed income research at individual issuer and sector level
• Ongoing analysis of tax implications of gains and losses in portfolio
• Quarterly portfolio performance reporting

As broker, Centerpoint Advisors provides:

• Institutional quality trade execution of fixed income securities as including, corporate, municipal, mortgage, agency, collateralized mortgage obligation and asset backed securities
• Development of fixed income swaps based upon current versus target portfolio composition

Contact John E. Wolfsberg at
jewolfsberg@centerpointadvisors.net to find out about our Institutional Fixed Income Services.

Institutional Equity Services

National Securities’ Capital Markets Group provides value-added products and services to satisfy the needs of our corporate, institutional, and high net-worth clients. For more visit www.nationalsecurities.com

© 2006–2012 Centerpoint Advisors, LLC. All rights reserved. Legal & Compliance

Securities offered through National Securities Corporation, Member FINRA/SIPC. Investment Advisory Services offered through Centerpoint Advisors, LLC. Accounts are carried by National Financial Services LLC, Member NYSE/SIPC, a Fidelity Investments® company. National Securities Corporation and Centerpoint Advisors, LLC are not affiliated.