Waterford, MI Office

Nardis serves individual clients (including high‑net‑worth individuals), pension and profit‑sharing plans, and charitable organizations with discretionary and non‑discretionary portfolio management, consulting, and third‑party manager selection. Its investment work spans ETFs, individual equity and fixed‑income securities, alternative investments, private placements, and advice or implementation related to digital assets and retirement product allocations.

The firm constructs individualized Investment Policy Statements and generally implements portfolios using fundamental analysis, diversified asset allocation across defined asset classes, and a mix of long‑ and short‑term trading, with margin strategies available in eligible accounts. Ongoing monitoring and periodic reviews are supplemented by the use of third‑party model portfolios and the option to engage independent managers for portions of client assets.

Notably for a firm of its size, Nardis maintains multiple offices and a material non‑U.S. client practice supported by registration with a foreign securities regulator and a formal sub‑advisory arrangement to service non‑U.S. domiciled clients. It also offers services that are less common among peers — including proprietary socially responsible model portfolios, consulting engagements that can include expert testimony, and advisory access to private placements and digital‑asset strategies.