Seattle, WA Office

Nepsis, Inc. works with individual and high‑net‑worth clients as well as retirement accounts, charities, and other businesses, providing discretionary portfolio management, financial planning and consulting, and sub‑advisory services. The firm also markets research and educational offerings to other financial advisors, including portfolio analytics and speaking engagements.

Nepsis delivers investment management primarily through a wrap‑fee program with continuous supervision and periodic re‑optimization, and may use mutual funds, ETFs, variable products, separate account managers and unaffiliated sub‑advisors in client portfolios. The firm discloses the use of both long‑term and short‑term purchase strategies and conducts regular account reviews and quarterly reporting for managed accounts.

Compared with many peers, Nepsis sells subscription‑style research and analytics and charges for speaking and research services to other advisors, and it maintains affiliated businesses — Nepsis Insurance, Inc. and Nepsis Tax Solutions, LLC — that create referral and compensation arrangements disclosed in the brochure. The firm’s disclosures also describe related‑party investments and participation in tax‑credit transactions involving an outside company, and material changes tied to a company principal’s other business activities that clients should review.