At Nason Hill, we combine efficiency, sophistication and low cost in a client centric model built for today’s financial environment.
People fail to achive their financial goals for three primary reasons:
Nason Hill is well positioned to overcome the three primary reasons why many people fail to achieve their goals because we are:
Independent
We have no obligations or bias to use products from affiliates, so we are free to select the best possible solutions across the spectrum.
Fee Only
Client fees are based entirely on the assets we manage for you. We receive no additional fees from the sale of investments, life insurance or portfolio activity. Our interests are aligned only with our clients. By avoiding the commission-based compensation of many advisors, we do not have the pressure to sell to our clients a product with high commissions or create unnecessary activity.
Registered Investment Advisor
As a Registered Investment Advisor we are duty bound to act as a fiduciary. This means we must always put the interests of the client first. Many financial advisors are not Registered Investment Advisors.
Experienced
Nason Hill puts more than 25 years of successful professional investment experience to work for our clients. This experience includes several years servicing individual clients as well as successful roles as an institutional portfolio manager leading $1+ billion equity portfolios, $1+ billion asset allocation portfolios, and a senior investment strategist position at two major firms guiding and managing $5 – $13 billion wealth platforms.
Sophisticated Portfolio Construction
We utilize the most advanced investment strategies used in the institutional marketplace. Our asset allocation approach uses Modern Portfolio Theory techniques to enhance risk adjusted returns.
Low Cost
We believe the cost to invest is critical to portfolio construction. For every asset class we seek diversified investments that target the lowest cost. Often this will be index-based exchange traded funds.
High Quality Customer Service
We are committed to offering high quality service. We maintain a limited number of quality clients to ensure a high level of personalized communication and service.