A complete list of active advisors currently associated with Nestimate Investment Management LLC

Warmer can help you find a great advisor at Nestimate Investment Management LLC or one who fits your needs even better.

Nestimate Investment Management, LLC provides portfolio management and pension consulting primarily for retirement plans, other advisers, and insurance companies and lists individuals among its eligible client types. The firm’s service menu includes platform management, model portfolio construction, plan-level 3(21) and 3(38) fiduciary services, selection and monitoring of Guaranteed Retirement Income Contracts (lifetime income products), and subadviser pension consulting. The brochure describes a fiduciary-focused investment process that combines quantitative scoring with qualitative manager due diligence and peer-group analysis, using proprietary analytics and fintech tools from its parent company to evaluate mutual funds, CITs, ETFs and other permitted vehicles. Nestimate emphasizes diversification, cost awareness, ongoing monitoring and watch-list reviews, and tailors model portfolios and QDIA/target-date analysis to plan demographics and written investment policy statements. Compared with peers, the firm’s materials highlight institutional retirement capabilities (3(21)/3(38) services, model portfolios, and lifetime income analysis) despite reporting no discretionary or non-discretionary assets under management as of December 31, 2025 and operating with a small management team. The parent-company fintech affiliation and explicit disclosure of the firm’s proprietary scoring methodology and role as a potential subadviser are distinctive operational features noted in the Form ADV.

To learn more about the advisors currently working at Nestimate Investment Management LLC, 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
Joshua Anderson	St Petersburg, FL	15
Michael Garberich	St Petersburg, FL	9

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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