A complete list of active advisors currently associated with Nisman Investment Services Inc.

Warmer can help you find a great advisor at Nisman Investment Services Inc. or one who fits your needs even better.

Nisman Investment Services provides discretionary portfolio management and financial planning and consulting primarily to individual and high-net-worth clients, as well as trusts, estates and retirement plans. The firm reports approximately $42.7 million in discretionary assets under management across roughly 46 client relationships and charges AUM-based management fees alongside separate financial planning fees. The firm implements tailored portfolios composed mainly of equities, mutual funds and exchange-traded funds, with investment decisions made to align with each client’s stated objectives and risk tolerance and with the option for clients to impose reasonable investment or brokerage restrictions. Account reviews are performed periodically, and the adviser uses custodian reporting and trading platforms to execute and monitor client accounts. Notably, the firm’s primary investment professional also maintains a separate accounting and tax practice and the firm provides overhead/support services for that practice, a disclosed affiliation that can create a referral or conflict-of-interest dynamic. That same professional is licensed as an insurance producer and may receive commissions on life, disability and health insurance sales, which the brochure discloses as a potential conflict and addresses through disclosure and client choice.

To learn more about the advisors currently working at Nisman Investment Services Inc., 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
Robert Nahum	Lakewood, NJ	21

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