A complete list of active advisors currently associated with Nexgen Investments LLC
Warmer can help you find a great advisor at Nexgen Investments LLC or one who fits your needs even better.
Nexgen Investments LLC provides ongoing portfolio management to individuals, high-net-worth clients, and corporate/business entities, documenting client objectives in written investment policy statements and offering discretionary account management and regular custodial reporting. The firm’s advisory services cover a range of investment vehicles including mutual funds, equities, fixed income, real estate funds/REITs, ETFs, private placements and non‑U.S. securities. Nexgen employs a mix of fundamental, technical and charting analysis and implements strategies across long‑ and short‑term horizons. Its trading toolkit includes options, margin, and short sales, and the firm discloses use of private placements and other higher‑risk instruments that can materially increase potential loss. Distinctive features include the firm’s use of performance‑based compensation for qualified clients in addition to asset‑based fees, and a reported significant non‑U.S. client base alongside its work for corporate or business entity clients—each uncommon among independent peers. The firm also discloses an affiliation with a private investment vehicle established for a single client and relies on institutional custodian relationships that provide execution, research and practice‑management services.
To learn more about the advisors currently working at Nexgen Investments 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 |
|---|---|---|
Greenwich, CT
| 10
|
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