A complete list of active advisors currently associated with Nubian Square Investment Advisors, LLC

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

Nubian Square Investment Advisors serves individual and high-net-worth clients as well as charitable organizations, providing portfolio management (both discretionary and non‑discretionary), financial planning, and access to third‑party model portfolios. The firm also offers educational e‑courses and complimentary seminars and speaking engagements on financial topics. The firm documents client goals and risk tolerance in an Investment Policy Statement and employs a mix of fundamental, quantitative, technical and modern portfolio theory techniques, with long‑term, short‑term and options strategies used where appropriate. It uses model management platforms and automated program portfolios for certain clients, and it offers ongoing retainer planning for lower‑asset clients with a defined transition to asset‑based management as account values grow. Nubian Square discloses that a principal is separately licensed as an insurance agent and the firm recommends and places insurance products, which creates an identifiable potential conflict of interest that is disclosed in its brochure. The firm is also notable for a relatively small assets under management total alongside a substantially larger assets under advisement pool and for providing impact investment research and consulting—including due diligence and monitoring for private placements in private credit, private equity, venture capital and real estate—which is less common among peers.

To learn more about the advisors currently working at Nubian Square Investment Advisors, 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.