Nfsg Corporation

Overview

Nfsg Corporation is an independent registered investment adviser that has been SEC-registered since 2007. The firm works with both individual and family clients as well as institutional accounts, offering financial planning, portfolio management for individuals, small businesses and institutions, and manager selection services. It describes itself as a capital allocator and employs a mix of fee arrangements (percentage of AUM, hourly and fixed fees, among others). Organizationally, ownership is split between a domestic entity and an individual. The firm maintains relationships across the financial ecosystem—affiliations include broker-dealer activities, an insurance company relationship, other investment adviser entities, and roles as sponsor/GP or managing member of pooled investment vehicles—indicating capabilities both to source third-party managers and to sponsor pooled investments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices