National Life Investment Management Co Inc is a large advisory firm based in Montpelier. It manages $7.48 billion of regulatory assets for 238 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Connecticut, Massachusetts, New Hampshire, Pennsylvania, and Vermont.
National Life Investment Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of National Life Investment Management Co Inc is $7.48 billion. The firm's AUM has grown by 8% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay National Life Investment Management Co Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Patrick Edward Welch has been acting as President since 1 Jul 2001. William Alfred Smith joined the executive team most recently as the Director.
The principal office where National Life Investment Management Co Inc performs its advisory services is located at One National Life Drive, Montpelier, VT 05604, which is also the mailing address of the firm. An additional office of the firm is in Lebanon, NH. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 802-229-7402 or by fax 802-229-3743. The normal business hours are 8-5 on Monday - Friday.