Nelson Financial Services

Overview

Nelson Financial Services is a small, client-focused limited liability advisory firm that manages portfolios for individuals and small businesses. The firm charges clients a percentage of assets under management and concentrates on discretionary portfolio management rather than pension consulting or institutional mandates. Investment activity centers on pooled public vehicles — primarily mutual funds and other public funds — with supplemental exposure to third‑party hedge funds for alternative return streams. The firm does not report active ESG investing as part of its stated approach and operates under a single-state footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices