Investment Management

Using investments to create opportunities

Your investments are an extension of your financial goals and objectives. We’ll review your short term and long-term cash needs, comfort levels of risk, and any specific exclusions or highlights. Technology driven portfolio rebalancing, performance reporting, and account set ups – all included.

Our investment management offering covers:

Fiduciary Consulting
Investment Policy Statements
Strategic (long-term) & Tactical (short-term) Allocation
Environmental, Social, and Governance Investing
Shareholder Engagement & Proxy Voting
Alternative Investments (Solidarity Economy, Real Estate, Private Equity, Venture Capital)

Fees

The fees for our investment management services start at 1% of the assets under management (AUM) on an annual basis. We offer lower fees for higher dollar values.

Learn how we can create a plan for your financial future!

We create custom plans tailored to fit your specific needs.

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Nubian Square Investment Advisors LLC is a registered investment adviser located in Boston, MA. This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.