A complete list of active advisors currently associated with NET Financial
Warmer can help you find a great advisor at NET Financial or one who fits your needs even better.
Net Financial (Digitas Global LLC dba Net Financial) offers ongoing portfolio management to individuals, high-net-worth individuals, and corporate or business clients, providing Investment Policy Statements and discretionary portfolio oversight. The firm’s advised investment universe is focused on mutual funds, fixed income, real estate funds (including REITs), insurance products and annuities, ETFs (including precious-metal ETFs), TIPS, commodities, venture capital funds and private placements. The firm uses a mix of analytical methods — charting, cyclical, fundamental analysis, modern portfolio theory, quantitative models and technical analysis — and pursues a long-term trading approach while documenting client goals and risk tolerance in an IPS. Net Financial typically charges asset‑based (percentage-of-AUM) fees billed in arrears and maintains policies intended to allocate limited investment opportunities fairly across client accounts when acting on a discretionary basis. A distinctive feature is the firm’s affiliation with a broker‑dealer: the firm’s principal is a registered representative of an affiliated broker‑dealer and accepts compensation for the sale of investment products, a conflict the brochure discloses and documents. The brochure also notes that the firm requires custody at Schwab Institutional, may receive soft‑dollar benefits, and, despite its small size and limited operating history, offers access to less common investment types for small advisers, including private placements and venture capital interests.
To learn more about the advisors currently working at NET Financial, 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.
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