History
More Than 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 it will ensure our continued success.
1993
National Investment Services 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.
1997
New Product
Core Plus Fixed Income strategy is introduced to client portfolios.
2002
New Strategy
Initial development of Enhanced Yield as Preferred Stock strategy is launched.
2007
New Strategy
Total Absolute Return strategy is developed.
2008
Acquisition
NIS is acquired by Titanium Asset Management, a publicly-traded Investment Management firm.
2009
Leadership
Kent J. White assumes CIO role.
2010
Leadership
Robert P. Brooks is named CEO of Titanium/NIS.
2014
Ownership Change
NIS management acquires the firm from Titanium.
Surpassed $3 billion in AUM.
2015
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
2016
Company Growth
Surpassed $5 billion in AUM.
Jason Berrie is promoted to Co-CIO.
2017
Sustained Reinvesting
KnowBe4, a comprehensive and interactive Cyber Security program is launched.
Milwaukee office is remodeled.
2018
Continued Growth
AUM exceeds $7 billion.
2019
Strategic Partnership
NIS partners with Resolute Investment Managers to solidify long-term employee ownership, and expand growth potential and product development.
2020
$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.
2021
Significant Milestone
Surpassed $10 billion in AUM.
2022
Collaboration
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.
2023
Longevity and Product Development
Celebrated 30 years as a firm.
Launched CIT vehicles.
