A complete list of active advisors currently associated with NEK Financial Inc

Warmer can help you find a great advisor at NEK Financial Inc or one who fits your needs even better.

NEK Financial Inc provides discretionary investment management for individuals, family clients, IRAs, corporate entities, trusts and other legal business entities, tailoring portfolios to each client’s objectives and risk profile. The firm is newly established as an advisory service and requires a minimum account size to employ its hedged trading approach. The firm’s investment approach centers on options trading—primarily selling time-positive, delta-neutral strategies on cash indices (and related ETFs)—with analysis that combines charting, technical, monetary and cyclical methods and daily or weekly rebalancing. NEK bills clients on a performance-fee basis tied to quarterly net profits rather than charging traditional percentage-of-AUM advisory fees and operates with full trading authority on client accounts. Noteworthy features for a small, initial advisory firm include its institutional-style options strategy and a governance model that emphasizes performance-only compensation and discretionary execution, rather than custody or asset-based billing. The firm’s policies also limit client-imposed trading restrictions, do not provide routine proxy voting, and require direct client billing rather than account debits, which may differ from more typical investment-manager practices.

To learn more about the advisors currently working at NEK Financial Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Vishnu Gupta	Irving, TX	15

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