A complete list of active advisors currently associated with Nomad Capital Group, LLC
Warmer can help you find a great advisor at Nomad Capital Group, LLC or one who fits your needs even better.
Nomad Capital Group provides portfolio management and comprehensive financial planning to individuals (including high-net-worth individuals), as well as corporations, charitable organizations, and pension or profit-sharing plans, and reports a notable portion of its client base outside the United States. Services cover discretionary and non-discretionary management across mutual funds, equities, fixed income, ETFs (including precious-metal ETFs), hedge funds, private equity, American Depositary Receipts, direct non-U.S. securities and private placements. The firm documents client goals and risk tolerance in an Investment Policy Statement and offers distinct investment programs, including a long-short focused strategy, a long-short balance strategy, a COT Contrarian long-short program, trend-following, and complementary options strategies (covered calls, protective puts, long call/put positions). Its analytical toolkit includes fundamental, technical, charting and cyclical analysis and modern portfolio theory, and it uses derivatives and options within separately managed accounts for hedging and position-sizing. Compared with most solo independent advisers, Nomad’s brochure discloses several uncommon features: it accepts performance‑based fee arrangements for qualified clients, uses derivatives and leveraged ETFs in managed strategies, and serves corporate, charitable and pension clients while maintaining a significant non-U.S. client presence. These attributes, together with its mix of mid- and long-term trading programs and explicit disclosure of conflicts arising from fee structures and personal trading, distinguish its practice from many peers.
To learn more about the advisors currently working at Nomad Capital Group, 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 |
|---|---|---|
Kirkland, WA
| 20
|
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