Shelton, CT Office

Netherby Advisors serves individuals, families, trusts, foundations, endowments, plan sponsors and institutional sub‑advisory clients such as regional banks and other investment advisers, providing discretionary investment management, financial planning, fiduciary co‑trustee services and consultative business and strategy advice. The firm also offers model portfolios (branded LifeStage Portfolios™) and sub‑advisory/white‑label model management on TAMPs and similar platforms.

The firm’s investment approach is built on modern portfolio theory and an efficiency perspective, using a core‑and‑satellite framework with global diversification and an emphasis on low‑cost, semi‑passive core holdings supplemented by satellite exposures. Portfolios may include mutual funds, ETFs, closed‑end funds, separately managed accounts and individual securities, and are reviewed by an investment committee that monitors managers, third‑party research and portfolio risks.

Netherby’s practice includes several features that distinguish it from many peers: it provides private security analysis and alternative asset allocation advice, maintains LifeStage model portfolios as a model manager for other firms, and acts in limited fiduciary/co‑trustee roles for client trusts. The firm uses separately managed accounts as part of its implementation toolkit and relies on institutional custody platforms (notably Altruist and Interactive Brokers) and an audited portfolio accounting reconciliation process to support reporting and operations.