A complete list of active advisors currently associated with Njord Capital, LLC
Warmer can help you find a great advisor at Njord Capital, LLC or one who fits your needs even better.
Njord Capital, LLC is an independent advisory firm led by a single owner/advisor that serves high‑net‑worth and ultra‑high‑net‑worth individuals as well as a range of institutional clients, including retirement plans, private funds, trusts, estates, charitable organizations and small businesses. The firm provides fee‑based, discretionary investment management and financial planning, and its disclosure materials show it also advises and manages pooled investment vehicles and private funds. The firm constructs customized portfolios guided by a written Investment Policy Statement and employs fundamental, technical and quantitative inputs, using passive index strategies for liquid asset classes and active or third‑party managers for niche or less liquid allocations. For accredited‑investor and qualified‑purchaser clients Njord may consider private market investments, accepts performance‑based compensation for limited partners where applicable, and will consider nontraditional exposures (including digital‑asset allocations) and financing techniques when consistent with a client’s objectives. Compared with many solo independent advisors, Njord’s brochure highlights a stronger institutional and pooled‑vehicle orientation — including private funds, donor‑advised and charitable entities, and retirement and pension clients — which is less common among firms of its size. The brochure also discloses several uncommon operational details for a solo practice: the owner is CFA‑credentialed, registered as a broker‑dealer representative for a third party, and serves as a commissioned officer in the U.S. Army Reserve, each of which is identified as part of the firm’s affiliations and potential conflicts.
To learn more about the advisors currently working at Njord Capital, 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 |
|---|---|---|
Charlotte, NC
| 15
|
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