Achieving long-term financial goals, one plan at a time.
At Nexus Investment Management, we are a forward-thinking investment management firm that guides investors with thoughtful wealth planning. Founded in 1988, we have been trusted by private clients and foundations for more than 30 years. We manage portfolios for both private clients (families and individuals) as well as foundations and endowments who are able to invest $1 million in our pooled funds or $2 million in our segregated portfolios.
Our Philosophy
At Nexus, we believe that the "right" answer for the long term is more important than an "easy" answer for the short term. We are committed to a disciplined investment approach, and our portfolio managers believe that our unwavering commitment to a rigorous and disciplined investment philosophy and security selection process is the key to our outstanding investment record over the past 30 years.
Our Process
We put extra care in the service we provide to our clients and appreciate the trust they put in us. Our principals invest alongside clients, ensuring both their interests and ours are realized without compromise. We receive no commissions or other incentives to promote "products". Our clients benefit from counsel that is based solely on objective analysis, industry experience, and the Nexus commitment to honest and open communication.
Our Team
Our team of experienced professionals is dedicated to providing exceptional service and investment advice to our clients. We believe in promoting a team-oriented culture that encourages collaboration, open communication, and a commitment to excellence.
Our Market-Resilient Investment Strategy
Our investment strategy is designed to achieve long-term results by focusing on a diversified portfolio of high-quality investments. We believe that a disciplined and patient approach is essential for success in the investment markets.
Our Services
We offer a range of investment management solutions tailored to meet the unique needs of our clients. Our services include wealth planning, investment management, and portfolio management.
Living to 100
At Nexus, we believe that living to 100 is not just about living a long life, but also about living a fulfilling life. We offer insights and advice on how to live your life now and well into the future.
Nexus Notes Quarterly
Stay up to date with the latest market trends, investment insights, and industry news with our quarterly newsletter, Nexus Notes.
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