A complete list of active advisors currently associated with The Nestegg Group, Inc.
Warmer can help you find a great advisor at The Nestegg Group, Inc. or one who fits your needs even better.
The Nestegg Group, Inc. provides discretionary, fee-only investment advisory services to individuals, retirement plans, trusts, estates, business entities and charitable organizations. The firm manages roughly $331 million for about 187 client relationships and operates with a small advising team of three professionals. The firm primarily implements portfolios using mutual funds and exchange-traded funds, guided by asset allocation, manager/qualitative analysis, and a mix of longer- and shorter-term trading approaches, and it may hold defensive cash positions when warranted. It also offers access to alternative investments through third-party platforms and treats those allocations as separately billed portfolios with distinct valuation and liquidity considerations. Distinctive aspects of the firm include its provision of limited, no-additional-fee consulting on non-investment matters (estate, tax, insurance) despite not holding itself out as a financial planning firm, and its use of custodial account authorizations that permit custodian transfers based on the firm’s instructions. The firm recommends a primary custodian (and may receive non-monetary support from that custodian), serves as an ERISA/IRC fiduciary when advising on rollovers, and maintains written policies for proxy voting and personal trading oversight.
To learn more about the advisors currently working at The Nestegg Group, Inc., 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 |
|---|---|---|
Lincolnwood, IL
| 11
| |
Lincolnwood, IL
| 28
| |
Lincolnwood, IL
| 24
|
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