About Us

Providing Clients With Peace of Mind

We are a forward-thinking investment management firm that guides investors with thoughtful wealth planning.

Founded in 1988, Nexus has been trusted by private clients and foundations for more than 30 years. We manage portfolios for both private clients (families and individuals) as well as foundations and endowments who are able to invest $1 million in our pooled funds or $2 million in our segregated portfolios.

Since the firm’s inception, our approach, guiding principles and unwavering commitment to our clients’ long-term financial goals have remained the same.

Aligning Clients’ Interests with Ours

We put extra care in the service we provide to our clients and appreciate the trust they put in us. Our principals invest alongside clients, ensuring both their interests and ours are realized without compromise.

Nexus is independently managed. We receive no commissions or other incentives to promote “products”. Our clients benefit from counsel that is based solely on objective analysis, industry experience, and the Nexus commitment to honest and open communication.

In 2020 we became a member of Focus Financial Partners’ network of independent, fiduciary wealth management firms.

On a Side Note…

Here is an investment management blog post that may be of interest to you.

Nexus and the ESG Integration Approach

Topic:
Investments
Excerpt:
At Nexus, we think Environmental, Social and Corporate Governance (ESG) considerations are a helpful input to our investment decision-making process.

On a Side Note…

Here is a wealth planning blog post that may be of interest to you.

Living to 100… Is 100 the New 80?

Topic:
Wealth Planning
Excerpt:
It’s a common saying that there are two certainties in life, death and taxes. While we have a pretty good idea when we get taxed, which feels like all