NEPSIS, INC.

Overview

Nepsis, Inc. is an independent registered investment adviser that serves individual and family clients with a mix of financial planning, portfolio management and educational services. The firm combines traditional equity-centered portfolio management with insurance distribution and financial-product sales, positioning itself to deliver both investment strategies and protection solutions. Its stated fee options are flexible — percentage of AUM, hourly, subscription, fixed and other fee arrangements — which supports working with a range of client needs and engagement styles. Investment activity is heavily equity-focused: the firm’s preferred allocation is to exchange-traded equities and it maintains a relatively concentrated set of public positions. At the same time, Nepsis deploys a suite of alternatives and private-market vehicles — hedge funds, private placements, private credit, real estate, commodities and oil & gas — alongside annuities and mutual funds to diversify return drivers and manage income and liability needs. Nepsis also operates as an insurance broker and runs educational seminars, reflecting a hybrid advisory-sales model that blends planning, portfolio management and product distribution.

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Location & Offices