NPM Consulting, LLC

NPM Consulting provides financial planning, investment management, and income tax preparation to high‑net‑worth individuals, their trusts, and select pension and corporate clients. The firm prepares individual, corporate, partnership, and trust tax returns in addition to offering discretionary portfolio management and third‑party manager oversight.

The firm constructs customized strategies using fundamental and technical analysis and implements both marketable and non‑marketable investments, including hedge funds and private equity for qualified clients. It uses derivatives such as options and futures in client accounts, offers a managed futures program for accredited investors (operating under an exemption from CTA registration), and may recommend margin or other borrowing where appropriate, noting margin interest as a client expense.

Compared with many solo independent advisors, NPM combines advisory services with tax‑preparation capabilities and service to corporate and pension plan clients. It also facilitates private fund capital calls via standardized standing letters of authorization and explicitly describes use of derivatives and leverage across client strategies, which are less common among peers.