Nexus Capital, LLC

Nexus Capital, LLC provides ongoing portfolio management and investment advisory services to individuals, high‑net‑worth clients, pension and profit‑sharing plans, and charitable organizations, tailoring Investment Policy Statements to each client's goals, time horizon, and risk tolerance. The firm’s stated investment universe includes mutual funds, equities, fixed income, ETFs, real estate funds/REITs, hedge funds, private equity, and insurance products including annuities.

The firm employs both fundamental and technical analysis and implements long‑term strategies as well as options trading (including covered, uncovered and spreading strategies), with periodic monitoring and account reviews performed at least monthly by the firm’s compliance officer. Custody and execution arrangements emphasize particular custodians and broker‑dealers; the brochure notes use of Schwab’s institutional services and discloses the receipt of soft‑dollar research and related benefits.

Compared with many peers, Nexus is affiliated with an insurance company and explicitly includes insurance products and annuities in its advisory offerings while also advising on higher‑risk instruments such as uncovered options and private equity. The brochure also states clients may not impose investment restrictions based on personal values or beliefs, and oversight is centralized within the firm given its relatively small client base and single‑reviewer account process.