A complete list of active advisors currently associated with NN Investment Advisory, LLC

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

NN Investment Advisory provides investment advisory and financial planning services to individual clients as well as to employer-sponsored retirement plans and other institutional clients. The firm’s service menu includes asset management, comprehensive portfolio management, standalone financial planning and retirement plan consulting, with explicit offerings such as investment policy statements, investment option reviews, asset allocation and participant education. Portfolios are tailored using individual stocks, bonds, ETFs, options, mutual funds and other public and private securities, with continuous monitoring and periodic rebalancing and a stated discipline around duration for fixed-income allocations. The firm describes a multi-method approach — including fundamental, technical, quantitative and sector analysis — and notes it may employ strategies ranging from long-term holdings to tactical allocation, with the potential use of margin and options where appropriate. What is distinctive for a firm of this type and size is its explicit work with institutional clients and pension/retirement-plan consulting, including ERISA-aware services for plan sponsors, a capability that the brochure notes is relatively uncommon among independent advisers. The brochure also highlights a broader consulting scope — for example corporate and personal tax planning, cost segregation studies and corporate-structure advice — and indicates the firm is recently established with a focused client base, which may affect the scale and customization of services offered.

To learn more about the advisors currently working at NN Investment Advisory, 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.