Nashua, NH Office

Rise North Capital Investment Advisors provides discretionary asset management and financial planning services to individuals, high‑net‑worth clients, and business entities, and also acts as a 3(21) fiduciary for retirement plans. The firm delivers portfolio management through appointed co‑advisors, offers one‑time and ongoing financial planning, and conducts public educational workshops on financial topics.

RNCIA’s client work is centered on customized portfolio proposals and ongoing reviews, with the firm designating allocations and selecting model portfolios while co‑advisors execute trades and maintain investment models. The firm documents client objectives, verifies circumstances at least annually, performs quarterly account reviews, and supplements investment services with participant education and group enrollment support for plan sponsors.

Distinctive features include a formal co‑advisor/sub‑advisor operating model in which the firm retains discretionary authority but does not directly execute trades, a published program of public educational workshops, and a multi‑tier ongoing planning offering that covers areas such as equity compensation guidance, business succession, and coordination with tax and estate professionals. RNCIA also discloses an affiliated insurance activity and the firm’s policy not to vote client proxies, leaving voting to clients unless assistance is requested.