Tool Box

Resources For The Active Manager


Among the benefits of NAAIM membership is access to information and tools developed by its members. In this portion of our public site, we provide a sampling of those resources in the form of service providers who have sought out the NAAIM members, resources for regulatory information impacting active managers and some of the firms where discounts have been negotiated for the NAAIM members.

“Since day one, NAAIM has been an organization whose members view each other as colleagues rather than competitors; and therefore, everyone is willing to share freely of their knowledge and experiences. This attitude of sharing has kept me from having to try to "reinvent the wheel" on numerous occasions.”
John Sosnowy, founding president


Truly Priceless...

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“I joined NAAIM last year. I am in the process of leaving my broker/dealer and starting my own RIA business. As I go through this rather daunting process, the help I have received from countless NAAIM members is truly priceless.”
Dave Fulkerson