Nigido Mullin Investment Strategies, LLC

The firm provides discretionary investment management to individuals, trusts, estates, pension plans and IRAs, managing roughly $15.3 million across about two dozen client relationships with a small advisory team. Portfolios include equities, corporate debt, mutual funds, ETFs, municipal and U.S. government securities, commercial paper and certificates of deposit, and services are tailored to each client's objectives and risk tolerance.

Investment decisions are driven by fundamental analysis using public filings, annual reports and third‑party research, and the firm generally pursues a low‑turnover approach with holdings that may be long‑ or short‑term depending on circumstances. Accounts are reviewed on a continuous basis by the partners and the firm exercises discretionary trading authority for portfolios it manages.

Noteworthy features include a small client base and modest assets under management compared with many supported peers, a recent material change in firm personnel following the passing of a founding partner, and an advisory team member who also sells personal insurance products and receives compensation for those sales — a relationship the brochure discloses and that the firm supervises through periodic partner reviews. The firm also does not vote client proxies (custodians send proxies directly to clients), does not participate in wrap programs or accept soft dollars, and maintains a written code of ethics that restricts personal beneficial ownership in client‑traded securities.