A complete list of active advisors currently associated with Nu Paradigm Investment Partners L.L.C.
Warmer can help you find a great advisor at Nu Paradigm Investment Partners L.L.C. or one who fits your needs even better.
Nu Paradigm Investment Partners L.L.C. is a small, registered investment adviser that provides discretionary investment management and retirement‑plan advisory services to a mix of institutional and individual clients. The firm works with pension and profit‑sharing plans, charitable organizations, businesses and high‑net‑worth individuals, and can assume a 3(38) fiduciary role for retirement plans. The firm emphasizes customized, long‑term portfolios composed of stocks, bonds and ETFs based on fundamental analysis and internal due diligence, with the flexibility to rebalance or use cash positions to manage risk. Nu Paradigm provides ongoing account monitoring and plan‑sponsor support services such as investment policy statement development, vendor analysis, benchmarking and ERISA 404(c) assistance. What sets Nu Paradigm apart from many peers is the combination of institutional retirement‑plan consulting and fiduciary 3(38) services within a boutique operating scale — the firm reports discretionary assets under management of approximately $1.6 million. The firm is led by two co‑founders whose backgrounds include investment and compliance/legal credentials, and it maintains an institutional relationship with Schwab for custody and platform services.
To learn more about the advisors currently working at Nu Paradigm Investment Partners L.L.C., 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 |
|---|---|---|
Beverly, MA
| 13
| |
Beverly, MA
| 12
|
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