Nexus Capital

Financial Services - Pittsford, NY, US

Nexus Capital Details

Nexus - 'A connection or series of connections linking two or more things'​Nexus Capital is a boutique investment advisory firm providing advice to high net worth individuals and institutions through our wealth management, asset management, and concierge services businesses. Nexus'​ wealth management takes a holistic approach in order to secure a better financial future for our clients. Our asset management business combines institutional style investment portfolios, tailored to our client's needs. Nexus also offers an Advisory partnerships to those advisors seeking out a new home in the registered independent advisor ("RIA"​) world. If a newly independent or smaller-sized advisor is looking to efficiently built out operations, Nexus Capital offers our platform to scale up one's RIA business.By teaming up with a privately-owned wealth management firm such as Nexus Capital, you will receive highly customized and sophisticated financial solutions that help you reach your goals successfully.

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Employees: 5 - 9
HQ: 585-377-2777
Location: Pittsford, NY, US
Revenue: 1 - 2.5 Million
financial advice RIA wealth management asset management financial planning advisory partnerships concierge services boutique advisor generation planning family planning money management high-net-worth individuals financial advisor advisor investments investment management investment portfolios public equities private equity real estate REIT fixed income portfolio management
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