Services
Investment Management
Niles Asset Management, Inc. provides discretionary portfolio management services for individuals, pension plans, trusts, and endowments. Our motto is "Building Wealth Through Disciplined Asset Management". We do not sell investment products as traditional stock and insurance brokers, but rather we manage assets based on the individual needs of our clients. Each portfolio is tailored to fit the risk profile of the client.
We use, as a guide, a comprehensive investment policy, which defines the model asset allocation among asset classes and industry groups, based on the current market cycle. Each individual portfolio is then adjusted, based on this policy, to reflect the individual's risk tolerance.
An annual review process with clients includes a comprehensive performance report, as well as reviewing policy goals, and making adjustments as needed. At Niles Asset Management, Inc., we do our utmost to encourage an ongoing dialogue with our clients. These periodic reviews help ensure that this goal is met.
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Consulting Services
Niles Asset Management, Inc. also assists financial institutions, including banks, thrifts, and credit unions, in the area of Asset/Liability management. This involves helping these institutions develop risk management policies and strategies in the areas of:
- Interest Rate Risk Management
- Liquidity Management
- Investment Portfolio Management
- Policy Formulation
- Simulation Modeling
- Management/Board Training
As part of this process, Niles Asset Management, Inc. develops and maintains a comprehensive Asset/Liability modeling process designed to assist companies in the development of sound strategic decision making and to help satisfy Asset/Liability regulatory requirements. This technology provides financial institutions with the capability of utilizing simulation modeling.
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