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National Investment Services

nisi.net Direct investor

National Investment Services is an employee-owned, SEC-registered investment adviser that manages traditional fixed income and enhanced yield strategies for institutional clients. It was established in 1993 and operates from offices in Chicago and Milwaukee.

National Investment Services is an asset manager headquartered in Chicago, United States, founded in 1993. It invests directly in companies, in fixed income, preferred stock, high yield and municipal. $19.4 Billion under management, as it reports.

“National Investment Services (NIS) manages fixed income strategies designed with the objective to provide consistent performance and downside protection.”

— National Investment Services, own website
Layer
Direct investor
Type
Asset manager
Stage
Not stated
Headquarters
Chicago, United States
Sectors
fixed income, preferred stock, high yield, municipal
Founded
1993
Assets under management
$19.4 Billion

Team, as National Investment Services publishes it

  • Bartlett J. McCartin Principal, Chief Executive Officer
  • Robert P. Brooks Principal, Executive Chairman
  • Norman E. Sidler Principal, Managing Partner
  • Jason C. Berrie, CFA Chief Investment Officer
  • John P. Fremgen Principal, Managing Partner
  • Mark F. Steen, CFA Principal, Managing Partner
  • Mark R. Anderson, CFA Chief Strategy Officer
  • Scott O. Van Lith, CPA Chief Financial Officer
  • Dawn M. Giannini Director, Information Technology
  • James S. Kaplan, CFA Lead Portfolio Manager, Structured Products
  • Barbara A. Schalla, CFA Portfolio Manager, Corporate Bonds
  • Lesly M. Barnes Portfolio Manager, Structured Products

Names and roles exactly as listed on nisi.net. Nothing else about these people is recorded.

Where this comes from

Every fact above was read from a page National Investment Services publishes itself. Nothing is taken from third-party databases. Investment activity (deals, co-investors) is not yet recorded.

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Record 8394 · added 2026-09-29 · link last verified 2026-09-29 · confidence high

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