A complete list of active advisors currently associated with Nevis Equity Advisors LLC
Warmer can help you find a great advisor at Nevis Equity Advisors LLC or one who fits your needs even better.
The firm provides discretionary investment management and comprehensive financial planning to individuals and high net worth individuals, including advice for retirement accounts. Portfolios are built from individual stocks, bonds, ETFs, limited partnerships and, when appropriate, cryptocurrency, and the firm may implement portions of a client’s strategy through unaffiliated independent managers. Investment decisions are driven by fundamental analysis and a primarily long-term orientation, with periodic rebalancing and trading as needed to meet client objectives and risk tolerance. The advisor conducts ongoing monitoring, delivers periodic reporting, and will recommend transactions such as retirement rollovers when deemed in a client’s interest. Notable distinctions include that the firm’s principal is a licensed mortgage loan originator and offers mortgage origination as a separate, fee-based service (clients are not required to use it), and also maintains outside businesses—a tour operation and a co-founded technology venture—which the brochure discloses and quantifies (approximately 10% time on mortgage and touring activities and about 4% on the venture). Compared with many peers, the firm manages a small roster and modest assets (roughly $686,000 across seven client accounts), discloses use of alternative investments and cryptocurrency, and receives institutional platform benefits from its custodians while maintaining policies to address potential conflicts such as personal trading.
To learn more about the advisors currently working at Nevis Equity Advisors 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 |
|---|---|---|
Dobbs Ferry, NY
| 1
|
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