About Us

Providing Clients With Peace of Mind

We are a forward-thinking investment management firm that guides investors with thoughtful wealth planning.

Founded in 1988, Nexus has been trusted by private clients and foundations for more than 30 years. We manage portfolios for both private clients (families and individuals) as well as foundations and endowments who are able to invest $1 million in our pooled funds or $2 million in our segregated portfolios.

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.

On a Side Note…

Here is an investment management blog post that may be of interest to you.

It’s a Topsy-Turvy Year: Investing During COVID

Topic:
Investments
Excerpt:
This year has been plenty weird. For starters, it feels like January was about five years ago… if you can remember it at all. Putting aside the health

On a Side Note…

Here is a wealth planning blog post that may be of interest to you.

Estate Planning: Questions from our Virtual Chat

Topic:
Wealth Planning
Excerpt:
Helping clients with their estate planning is something we do here at Nexus. However, we are often involved in identifying the best tools for the