National Investment Managers Inc.

ational Investment Managers Inc., founded in 2004, is a nationally based but regionally operated retirement services, pension administration and investment management business. The strategic business plan includes the acquisition and integration of regional pension administration and investment management companies with stable cash flows and high operating margins as well as retirement and registered investment advisors and insurance businesses. Acquisitions will retain their autonomy and benefit from being able to cross-sell other related financial services under the National Investment Managers’ umbrella.

Key growth drivers are expected to include:

An 85% recurring revenue base driven by strong client retention
Annual 8% organic growth through recurring retirement/401(k) contributions (excluding market appreciation)
High level of cross-selling opportunities for asset management, insurance and estate planning
Additional revenue growth and profit opportunities through targeted acquisitions

Member firms include:

Benefit Dynamics
Benefit Management Inc.
Benefit Planning Inc.
Circle Pension, Inc.
Complete Investment Management (CIM)
Doyle-Barnett Associates, Inc.
Haddon Strategic Alliance
Lamoriello & Co., Inc.
National Actuarial Pension Service
National Associates, Inc. N.W.
Pentec, Inc.
Pentec Capital Management, Inc.
Southeastern Pension Services, Inc.
Stephen H. Rosen & Associates
The Pension Alliance
Valley Forge Enterprises, Ltd.