BORRIS NII & COMPANY

Overview

Borris Nii & Company is a small, privately owned advisory firm that combines accounting services with portfolio management for individuals and small businesses. The firm has been registered with the SEC since 1980 and operates as an individual-owned corporation serving individual and family clients. Its advisory scope includes discretionary portfolio management and the selection of other advisers, which points to a willingness to place client capital with third‑party managers when specialized expertise or illiquid strategies are needed. Investment activity at Borris Nii & Company tilts toward listed equities as the primary allocation tool. The firm identifies exchange‑traded equities as its most used asset class and maintains a roughly even split between discretionary and non‑discretionary assets, which implies a mix of fully managed and advisory/consultative relationships. Fee arrangements are varied (percentage of AUM, fixed fees, commissions and other structures), allowing flexibility to match billing to client needs. The firm does not position itself as an ESG-focused investor.

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Location & Offices