NEXUS STRATEGIC WEALTH

Overview

Nexus Strategic Wealth is an independent registered investment adviser organized as a limited liability company that focuses on financial planning and discretionary portfolio management for individuals, families and small-business owners. The firm charges a mix of percentage-of-AUM and hourly fees and manages client relationships primarily on a fiduciary advisory model. Nexus operates with a concentrated preference for public funds and mutual funds as its core building blocks, supplementing those allocations with separately managed account capabilities and third-party alternative exposure where appropriate. The firm is not positioned as a capital allocator, does not identify as an active ESG investor, and concentrates on a domestic client base.

Assets & Accounts

Investments & Alternatives

Location & Offices