Jordan Acer's Contact Details

Jordan Acer's Company Details

Nvest Wealth Strategies, Inc.

Powell, OH, US • 5 - 9 Employees
Investment Bank/Securities Brokerage

KEY FACTS:-Independent, Registered Investment Advisory firm (RIA). Registered with the Ohio Division of Securities, and notice-filed via SEC FINRA in other states as applicable. -Over $110 million in client assets under management (8/31/20)-Over 30 years of investment management experience-Investing for individuals, religious and charitable organizations-Independent, Fee-Only structure (no commissions) means our interests are directly aligned with clients'-Investment professionals hold CFA (Chartered Financial Analyst) designation and adhere to strict standards of fiduciary care-Active participation in continuing education opportunitiesINVESTMENT SERVICES:-Comprehensive, disciplined investment approach -Ongoing due diligence and research of investments-Invest, reinvest, rebalance portfolio with tax awareness-Tactical implementation of dynamic investment strategy-Vote proxies and other shareholder related itemsCLIENT FOCUSED:-Establish & regularly verify suitability of client investment objectives-Regular & unlimited client meetings/interaction & client education-Provide detailed quarterly position and performance reporting-Weekly market updates, Monthly Commentary & Quarterly Newsletters with performance benchmarking to keep you informed-Timely response to client needs-Preparation of tax information to assist with tax returnsInvestment advisor, financial planningLocated in Greater Columbus, Ohio Powell, Ohio / Delaware, Ohio