A complete list of active advisors currently associated with Nilsine Partners, LLC

Warmer can help you find a great advisor at Nilsine Partners, LLC or one who fits your needs even better.

Nilsine Partners provides investment advisory and financial planning services to individuals (including high-net-worth clients), trusts, retirement plans and other institutional clients, offering portfolio management, retirement plan consulting and standalone financial planning. The firm also acts as an investment adviser to pooled investment vehicles and private funds through Proteus Capital’s alternative investment Platform, using feeder and master fund structures that generally require accredited or qualified purchasers. The firm builds tailored portfolios using individual securities, ETFs, mutual funds, options and private investments, and constructs model portfolios of selected underlying managers that are implemented through the Platform’s Antero Pools. Nilsine conducts initial due diligence and ongoing monitoring of underlying managers, actively rebalances portfolios and, following a recent transition off a third-party TAMP, now performs portfolio management and related services directly. Distinctive among multi-team advisors, Nilsine combines household wealth management (it targets a generally negotiable $1,000,000 household minimum) with adviser-level roles in private funds and pooled vehicles—capabilities that are relatively uncommon for firms in its peer group. The firm also uses third-party platforms such as Pontera to manage held-away assets and markets certain feeder funds to other RIAs, institutional investors and family offices, reflecting an operational model that blends individual account work with private fund operations.

To learn more about the advisors currently working at Nilsine Partners, 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.