A complete list of active advisors currently associated with Nosuris, Inc.

Warmer can help you find a great advisor at Nosuris, Inc. or one who fits your needs even better.

Nosuris, Inc. provides investment advisory services to individuals, high‑net‑worth clients, and pension and profit‑sharing plans, offering portfolio management, financial planning, selection of other advisers, and pension consulting services. The firm reports about $95 million in assets under management, with roughly $60 million in non‑discretionary accounts and $35 million managed on a discretionary basis. The firm delivers individualized advice and ongoing monitoring, implementing strategies through customized portfolios, model portfolios, and third‑party managers and wrap programs (including AssetMark, Betterment, and SEI), and rebalances portfolios as market or client circumstances change. It discloses and offers SRI/ESG considerations and cryptocurrency exposure among available strategies, and it acknowledges fiduciary duties when advising retirement accounts. Compared with many independent advisers, the firm’s principal maintains outside registrations and affiliations: registered representative status with a broker‑dealer and active roles in an insurance agency, and supervised persons may earn commission‑based compensation separate from advisory fees. The brochure highlights pension consulting and participant education as a substantive practice area and describes procedures to disclose and mitigate conflicts of interest arising from the broker‑dealer and insurance relationships.

To learn more about the advisors currently working at Nosuris, 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.