Native American Fund Advisors LLC

Native American Fund Advisors is a fee-based money management firm established in 1996, specializing in bond and equity portfolio management for tribal governments, foundations, corporations, trusts, pension and profit-sharing plans, and other tribal entities. The firm offers financial analysis on a consulting basis for various investment needs. They have a minimum managed account requirement of $250,000, with exceptions made on an individual basis. The firm's investment strategies aim to minimize risk for a desired rate of return, with six specific strategies tailored to benefit from distinct risk and return parameters. Each strategy is customized based on the client's unique risk profile and investment objectives. The firm charges management fees ranging from 0.50% to 1.00% annually, depending on the strategy and the market value of assets in the account. The firm follows a structured investment approach, focusing on reducing risk while capturing competitive rates of return. They offer financial planning services, including tax planning, cash flow management, retirement planning, investment planning, estate planning, risk management, and education planning. The firm's investment philosophy is grounded in minimizing risk while achieving competitive returns through quantitative analysis of fundamental financial ratios. The firm's staff includes experienced professionals with diverse backgrounds in finance and accounting, ensuring comprehensive investment management services for clients.