A complete list of active advisors currently associated with Nestimate

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

Nestimate Investment Management, LLC provides portfolio management, financial planning, and pension consulting to pension and profit‑sharing plans (including 401(k) plans), other investment advisers, insurance companies and individuals. The firm also offers subadviser pension consulting to unaffiliated advisers and a subscription securities‑rating service provided at no additional charge to clients using its advisory services. The firm tailors Investment Policy Statements and constructs portfolios based on each client’s goals, time horizon, and documented risk tolerance, using fundamental analysis, modern portfolio theory, and quantitative analysis with a long‑term trading orientation. For retirement‑plan clients Nestimate delivers written pension consulting plans, monitors money managers and plan investment options, and can serve in fiduciary roles including discretionary 3(38) and non‑discretionary 3(21) arrangements for in‑plan annuities or plan lineups. Nestimate is a recently formed, single‑management advisory firm affiliated with a fintech parent that provides tools to analyze in‑plan annuities, a relationship the firm discloses as a potential conflict of interest. Compared with many managers in this category, its active pension‑consulting practice (including subadviser work) and the explicit use of hourly billing for consulting engagements are notable and less common features.

To learn more about the advisors currently working at Nestimate, 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.