A complete list of active advisors currently associated with Nwk Group

Warmer can help you find a great advisor at Nwk Group or one who fits your needs even better.

NWK Group provides discretionary and non-discretionary investment supervisory services, financial planning, cash management consulting, and pension/institutional consulting to individuals (including high-net-worth clients) and retirement plans. The firm offers written Investment Policy Statements and participant education for plan sponsors in addition to ongoing portfolio management and financial plans. The firm's investment process combines fundamental, technical, quantitative and qualitative analysis with formal asset-allocation work and ongoing monitoring, and it delivers regular reporting that includes performance comparisons to market indices and peer rankings. Accounts are reviewed on a regular schedule (monthly for managed individual accounts) and clients receive quarterly reporting and periodic performance evaluations. Compared with many peers, NWK discloses and publicizes performance results and peer rankings in its client reporting and materials, and its public brochure directs readers to additional information via its website and the SEC adviser database. The firm also discloses that margin balances are included in assets under management and that borrowing may be used in managed accounts, a practice the brochure notes creates a potential conflict of interest; NWK manages roughly $485 million in client assets while providing institutional consulting coverage on approximately $4.4 billion of plan assets.

To learn more about the advisors currently working at Nwk Group, 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.