Nvest Advisors, LLC

Overview

Nvest Advisors, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual/family clients and institutional relationships, providing financial planning, discretionary and non-discretionary portfolio management for individuals and small businesses, and pension consulting. Its billing mixes an assets-under-management percentage with hourly fees. FINTRX flags the firm as not focused on ESG investing. The adviser does not position itself as a capital allocator to third-party private managers. Industry relationships noted on the file include affiliation with accountants, an insurance company, and pension consultants, which suggests coordination with external professional providers as part of client service delivery.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices