Founded in 1988, Nexus has been trusted by private clients and foundations for more than 35 years. We manage portfolios for both private clients (families and individuals) as well as foundations and endowments who have investable assets of $1 million or more.

Since the firm’s inception, our approach, guiding principles and unwavering commitment to our clients’ long-term financial goals have remained the same.

Aligning Clients’ Interests with Ours

We put extra care in the service we provide to our clients and appreciate the trust they put in us. Our principals invest alongside clients, ensuring both their interests and ours are realized without compromise.

Nexus is independently managed. We receive no commissions or other incentives to promote “products”. Our clients benefit from counsel that is based solely on objective analysis, industry experience, and the Nexus commitment to honest and open communication.

In 2020 we became a member of Focus Financial Partners’ network of independent, fiduciary wealth management firms.