A.A. Napier is an independent wealth management firm--but does independence mean that our firm lacks resources?

Our answer is this:

A.A. Napier uses high-quality research from at least 10 different research firms to construct our investment recommendations for our clients. Moreover, we systematically evaluate the quality of our research data, and add or remove research firms if they do not meet our performance criteria. As our valued client, this means that we're performing our due diligence for your benefit. Most importantly, we are not captive to one research firm. As a client, this means that you receive high-quality, unbiased advice.

A.A. Napier is affiliated with Parkland Securities Corporation, Member FINRA/SIPC, and SPC Corporation, a Registered Investment Adviser in 50 states and all U.S. territories. With these affiliations, A.A. Napier has access to a team of experts whose certifications include the CFP, CPA and MBA certifications, and whose areas of expertise include defined benefit and defined contribution plan construction, asset allocation, advanced case planning for trust and estates, portfolio analysis and portfolio design.

Through these firms, A.A. Napier uses National Financial Services as clearing agent and investment custodian for its brokerage clients, and Fidelity Institutional Wealth Services for its fee-based clients. Together, these firms possess cutting-edge, industry-leading technologies to help facilitate best prices for securities trades. Along with their technology platforms, both firms hold over $1.3 trillion in assets for their clients.

In short, A.A. Napier Wealth Management possesses abundant resources to better assist our clients to achieve their financial goals.