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What makes NUA unique |
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Bridging the gap between traditional and non-traditional investments - Our firm was founded to meet the need for low and non-correlated assets in investment portfolios. For years endowments and foundations have added alternative or non-traditional investments (physical real estate, managed futures, venture capital, etc) to their portfolios to reduce the portfolio correlation and volatility. These low-correlation assets provide more portfolio consistency than in a volatile stock and bond market. We seek to provide these same characteristics for our clients.
Non-traditional Investments - NUA realizes that there are many structured products or alternative investments in the marketplace today. We are unique in that not only do we help our clients navigate the many investments available to them, but we also have developed a network of investment providers which we research regularly for optimal investments for our clients.
Self-Directed IRA - One of our concentrations is investing non-traditional assets inside an IRA or other qualified plan. Most traditional Investment Advisory firms only focus on the traditional investments; NUA has an extensive understanding of the legal and financial considerations involved in a Self Directed IRA. Due to the tax benefits of IRAs we feel that non-traditional investments should not be limited to non-qualified accounts.
Independence- NUA is a fee-only advisory firm. We feel that operating on a fee-only basis eliminates most of the conflicts of interest that commission-based brokers or advisors face. We offer our clients unbiased and objective solutions for their specific needs. We are under no pressure to distribute certain broker-dealer-based investments or generate commissions which might otherwise distort the ability to be completely objective. The independence of NUA allows us to eliminate conflicts of interest which are common in the financial services industry.
Comprehensive planning services - NUA provides a personalized financial roadmap to each client as a method of helping them reach their personal goals. We provide a wide variety of services to our clients (asset management, financial planning, education planning, tax planning, estate planning, etc). These services are intended to simplify the many aspects of our clients' lives in order to give them more time to enjoy the important things in their lives.
Customized investment solutions - Our investment philosophy is a top-down value-oriented approach to investment portfolios, this integrates our extensive investment experience with our extensive resources to provide a full-service wealth management firm. NUA's highly-trained wealth managers help our clients manage their specific investments and financial planning needs, allowing them to focus on more important things like family, leisure time and other personal goals. We work with a limited and specific group of clients. This allows us to provide professional service and advice. We are still accepting clients on a limited basis or via referral.
Multi-field experience- NUA brings together a team of dedicated financial professionals, each with a wealth of talent and experience in many different areas of the financial industry. The wide variety of talents that our leadership team possesses helps compliment each other and the firm so that we may provide our clients with a well-rounded full-service advisory approach.
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