For Those Who Believe Their Money Can Do More
We’re proud to support individuals and organizations of all sizes through financial planning, investment management, impact investment research and consulting, or all three.
Schedule a ConsultationIndividuals & Families
Financial planning and investing solutions for a new generation of legacy-builders.
Foundations
Due diligence and stewardship tools for community, family, and private foundations deploying PRI/MRI capital.
Nonprofit Organizations
Investment services for your reserve funds and endowments.
RIAs & Family Offices
Impact investment strategy, sourcing, due diligence, and monitoring for professionals supporting values-driven clients.
Inheritors
Guidance for the complexities of a financial windfall including high-net-wealth investment management and giving plans.
Let’s Have a Conversation
Set up a call and we’ll discuss your goals and questions.
Schedule an IntroductionIndividuals & Families
Financial planning and investment management for a new generation.
Schedule an IntroductionThrough culturally-relevant financial planning services and personalized investment management, we support individuals and families in pursuit of a more equitable future.
How Nubian Square Investment Advisors Can Help
Financial Planning
Whether you’re navigating debt, saving for retirement, thinking about your estate, or seeking a cash flow strategy, we offer values-forward solutions to a diverse range of clients.
Learn More →Investment Management
Our goal is to invest in communities and help communities invest. Discover how we manage portfolios for individuals and families.
Learn More →FAQs
Are financial planning and investment management two separate services?
Not necessarily. Depending on the service tier you choose, we can offer a financial roadmap that involves a basic investment review, or we can directly manage your investments on an ongoing basis. Some clients’ financial plans focus more on cash flow and debt management while others focus more on charitable giving and investment portfolios. Schedule an introduction with us to find out which service level might fit your needs.
What kind of financial planning services do you offer to individuals and families?
We offer a range of financial planning services, including:
- Budgeting and cash flow management
- Debt management strategy
- Emergency savings plan
- Needs-based Insurance analysis
- Everything in Fundamental
- Home ownership planning
- Education planning
- Retirement strategy
- Asset allocation guidance
- Everything in Core
- Tax planning strategy
- Business planning
- Charitable giving
- Estate planning
- Equity compensation
Schedule a call to discuss the questions you’re facing and support you’re seeking, and we can share what we offer and how it works.
How do I know if I’m a good fit for Nubian Square Investment Advisors?
We specialize in values-oriented financial services, which means our clients often have a desire to create a brighter future for themselves, their families, and their communities.
We work across the wealth spectrum—remaining available to support the foundational steps for a sound financial plan—while also understanding the various aspects of managing large, complex asset bases.
Overall, if you’re eager to learn and want to feel more empowered by your experience with a financial advisor or investment manager, we believe you’ve come to the right place.
The best way to find out if you’re a good fit is to schedule an introductory call. Set up a conversation today.
Should I have a certain amount of money to hire a financial planner?
There is no minimum amount of assets or income that you need to qualify for Nubian Square Investment Advisors.
Are your services available in Spanish?
Yes, Nubian Square Investment Advisors can offer all services in Spanish and English.
Other Groups We Serve
Foundations
Pursuing responsible stewardship standards for your organization—and the causes you care about.
Schedule an IntroductionBy conducting due diligence and offering personalized capital stewardship support, we enable community foundations, family foundations, and private foundations to deploy their assets strategically.
How Nubian Square Investment Advisors Can Help
Impact Investment Research and Consulting
We aim to strengthen your impact investment pipeline by researching and monitoring opportunities through a purpose-driven lens—and by offering clear and ongoing guidance for your PRI and MRI capital.
Learn More →Investment Management
Values-aligned investment management for foundation and endowment portfolios, rooted in your financial goals and unique purpose.
Learn More →FAQs
What makes Nubian Square Investment Advisors unique for foundations?
Our mission is to serve as your organization’s dedicated financial steward—ensuring your investments reflect your values while pursuing potential performance.
We specialize in identifying and managing mission-aligned investments across the public, private, and community investment landscape.
As an impact-focused investment firm, we are committed to helping foundations like yours amplify your civic fiduciary responsibility, advance equity, and aim for long-term financial sustainability through values-driven portfolios.
Schedule an introduction to learn more and find out if we’re a good match.
Can you help with my foundation’s investment policy statement?
Yes. Your investment policy statement is the north star guiding your important financial decisions, such as your investment objectives, liquidity needs, risk tolerance, focus / exclusion areas, and monitoring process—and we are here to help wherever you are in the process.
Nubian Square Investment Advisors can help you create, develop, or refine your investment policy statement (IPS). Then, we will use your unique IPS as a screen for potential opportunities, aligning your finances with your stated goals.
Is Nubian Square Investment Advisors a fiduciary?
Yes, and as your trusted and independent consultants (or investment managers, in some cases), we do not make recommendations outside of your best interests. We take this responsibility very seriously.
How do you work with my foundation’s board, investment committee, and staff?
Collective decision-making is a powerful process, and we are proud to have years of experience supporting committees and other governing bodies. We will provide you with the tools and transparent communication you need to keep your decision-makers informed, with a reporting structure designed to foster understanding and leadership development in your family or institution. We are rooted in education and aim to empower all stakeholders so they feel confident in investment decisions.
How should risk analysis factor into my foundation’s investment strategy?
Risk analysis and asset allocation strategies should be important to your strategy, because not all investments are suited to all portfolios. This is an important piece of what we do at Nubian Square Investment Advisors. Our guidance is deeply informed by a commitment to equity, transparency, and long-term sustainability, which means honoring both your social impact goals and your financial goals. We believe the two are interdependent, and this is the lens we use to evaluate opportunities.
Are your services available in Spanish?
Yes, Nubian Square Investment Advisors can offer all services in Spanish and English.
Other Groups We Serve
Let’s Talk
Tell us what you hope to accomplish and we’ll walk through the capital stewardship tools we might recommend for your unique situation. Plus, we can share sample reports and case studies to bring the concepts to life.
Schedule a ConsultationNonprofit Organizations
For local and national organizations, we help align your reserve funds or endowment with your mission.
Schedule an IntroductionYour organization was built for social good. But are your investments and reserves supporting your larger purpose?
How Nubian Square Investment Advisors Can Help
Impact Investment Research and Consulting
We aim to strengthen your impact investment portfolio by researching and monitoring opportunities through a purpose-driven lens—and keeping fiduciary responsibility to your objectives top of mind.
Learn More →Investment Management
Values-aligned investment management for nonprofits, rooted in your financial goals, liquidity needs, and amplifying your organization’s unique purpose
Learn More →FAQs
Is there a minimum amount my nonprofit needs to have in our reserves/endowment to invest?
There is no minimum amount of investible assets you need to have in order to become a portfolio management client at Nubian Square Investment Advisors. Our goal is to make impact investing accessible to organizations of all sizes.
What makes Nubian Square Investment Advisors unique for nonprofits?
Our mission is to serve as your organization’s dedicated financial partner—ensuring your investments reflect your values while pursuing potential performance.
We specialize in identifying and managing mission-aligned investment portfolios across the public, private, and community investment landscape.
As an impact-focused investment firm, we are committed to helping nonprofit organizations like yours amplify your civic fiduciary responsibility, advance equity, and aim for long-term financial sustainability through values-driven portfolios.
Schedule an introduction to learn more and find out if we’re a good match.
Can you help with my nonprofit’s investment policy statement?
Yes. Your investment policy statement is the north star guiding your important financial decisions, such as your investment objectives, liquidity needs, risk tolerance, focus and exclusion areas, and monitoring process—and we are here to help wherever you are in the process.
Nubian Square Investment Advisors can help you create, develop, or refine your investment policy statement (IPS). Then, we will use your unique IPS as a screen for potential opportunities, aligning your finances with your stated goals.
Is Nubian Square Investment Advisors a fiduciary?
Yes, and as your trusted and independent consultants (or investment managers, in some cases), we do not make recommendations outside of your best interests. We take this responsibility very seriously.
How do you work with my nonprofit organization’s board, investment committee, and staff?
Collective decision-making is a powerful process, and we are proud to have years of experience supporting committees and other governing bodies. We will provide you with the tools and transparent communication you need to keep your decision-makers informed, with a reporting structure designed to foster understanding and leadership development in your organization. We are rooted in education and aim to empower all stakeholders so they feel confident in investment decisions.
How should risk analysis factor into my nonprofit organization’s investment strategy?
Risk analysis and asset allocation strategies should be important to your strategy, because not all investments are suited to all portfolios. This is an important piece of what we do at Nubian Square Investment Advisors. Our guidance is deeply informed by a commitment to equity, transparency, and long-term sustainability, which means honoring both your social impact goals and your financial goals. We believe the two are interdependent, and this is the lens we use to evaluate opportunities.
Are your services available in Spanish?
Yes, Nubian Square Investment Advisors can offer all services in Spanish and English.
Other Groups We Serve
Let’s Talk
Tell us what you hope to accomplish and we’ll walk through the investment strategy we might recommend for your unique organization. Plus, we can share sample reports and case studies to bring the concepts to life.
Schedule a ConsultationRIAs & Family Offices
We make socially-responsible investments more accessible to advisors and their clients through research, due diligence, and ongoing analysis.
Schedule an IntroductionYour clients are looking to create change.
As a dedicated financial professional, you work hard to give your clients a clear path towards their goals. But what if those goals include values-based investments you don’t currently offer or have the capacity to research? How do you scale impact investments when your resources are limited?
Simple, Expanded Access to Impact Investments
We assess financial data and impact data simultaneously across multiple asset classes, sectors, public and private markets, including:
Healthcare
Education
Economic Mobility
Climate Transition / Sustainability
Affordable Housing
Employee Ownership
What Does “Impact Investment Research & Consulting” Actually Include?
- Research methods guided by ILPA DDQ
- Manager and fund sourcing
- Due diligence
- 1,000+ impact investment opportunities
- Commitment to equity, transparency, and long-term sustainability
- Personalized consulting tailored to your needs
- Impact focused & diverse researchers and managers
- Ongoing monitoring: impact reports, investor meetings, key management updates, company developments, industry news, and market analysis
Rooted in Purpose
At Nubian Square Investment Advisors, our mission is to serve as your organization’s dedicated social responsibility partner—ensuring investments reflect your clients’ values while still pursuing potential performance. We specialize in identifying and managing mission-aligned opportunities across the public, private, and community investment landscape.
As an impact-focused investment consultant, we are committed to helping firms like yours amplify your civic fiduciary responsibility, advance equity, and achieve long-term financial sustainability for your clients.
FAQs
Does my firm need to meet a certain AUM threshold to work with you?
No, there are no minimums or maximums. We are proud to work with RIAs, family offices, and consultants of all sizes.
What are your fees?
A flat fee based on the number of reports and complexity. Hourly fees are also available with a generally agreed upon time of service.
For more information, please see our Form ADV Part 2A and schedule a call.
Who conducts the research for the Impact Investment Research and Consulting database?
Our investment research is led by Founder & CIO Jock Payten, CFA, CFP® and supported by a dedicated in-house team of talented investment professionals. Learn more about who we are and how we got here.
What criteria do you use to evaluate impact investments?
To screen investments, Nubian Square Investment Advisors considers underlying impact (informed by the United Nations Sustainable Development Goals), fund vintage or inception date, investment performance, asset class, and fund management team diversity. To learn more about our process, schedule an introductory conversation.
What are the benefits of outsourcing my impact investment research to Nubian Square Investment Advisors?
We take care of the sourcing, due diligence, and monitoring—in other words, the niche area of the work that can be time-intensive and resource-heavy—required to build trust and scale impact for your values-driven clients. Our research and consulting services are designed to complement your existing strengths so you can focus on whatever it is you do best.
Plus, impact investing opportunities can be fragmented and largely network-driven, but because we do this work every day, we can surface opportunities that might not otherwise cross your path.
Are your services available in Spanish?
Yes, Nubian Square Investment Advisors can offer all services in Spanish and English.
Other Groups We Serve
Next Step
Set up an introductory conversation with us.
We’ll learn more about your goals and explore if our tools are the right fit for your unique situation. Plus, we can share sample reports and case studies to bring the solutions to life.
Schedule a ConsultationInheritors
Thoughtful solutions and intentional plans for your generational wealth.
Schedule an IntroductionWhen you receive a life-changing amount of money from the previous generation, the responsibility can be overwhelming.
Your team at Nubian Square Investment Advisors is here to support you and develop your confidence before, during, and after the transition, using your personal values as a guide.
How Nubian Square Investment Advisors Can Help
Investment Management
Values-aligned investment management for high-net-worth inheritors rooted in your financial goals and the social movements you care about.
Learn More →Impact Investment Research and Consulting
We aim to strengthen your donor-advised fund strategy and other impact investment portfolios by researching and monitoring opportunities through a purpose-driven lens.
Learn More →Financial Planning
Our scope of services are designed to meet you where you are. Let’s discuss how your inheritance fits in with your taxes, charitable giving, cash flow, home ownership, insurance, retirement, and more.
Learn More →FAQs
How do I know if I’m a good fit for Nubian Square Investment Advisors?
If you’ve ever asked yourself…
- Is it possible to move my inheritance out of the stock market and into community wealth?
- How can this money honor previous and future generations?
- Can I redistribute my wealth while planning for my own future?
- What options do I have for excess wealth other than giving it away or ignoring it?
- How much of my money should I invest for potential growth?
- Where do I even begin?
…we believe you’ve come to the right place.
We specialize in values-aligned investments, which means our clients tend to view their money as a potential tool for positive social change. Learn more about mission-driven financial stewardship and find out if we’re a good fit by setting up a no-pressure introductory call.
Can you help me with my trust fund too?
Yes. We can help clients manage capital from trusts, foundations, donor-advised funds, brokerage accounts, retirement savings, lifetime gifts, and more.
What are your fees?
There are multiple pathways for wealth inheritors to work with Nubian Square Investment Advisors, depending on your assets and your needs.
Investment management for inheritors:
Portfolio management fees are based on assets under management (AUM). Please see our Form ADV 2A for a detailed breakdown.
Financial planning for inheritors:
If you have at least $1 million under management, financial planning services are included in your assets under management (AUM) fee.
For clients with less than $1 million AUM:
- Fundamental financial planning consists of a planning fee of $750.
- Core financial planning consists of a planning fee of $1,500.
- Advanced financial planning consists of a planning fee of $3,500.
Hourly financial planning is available upon request or as certain situations, such as giving plans, arise.
Please see our Form ADV Part 2A for details and schedule a call to learn more.
Are your services available in Spanish?
Yes, Nubian Square Investment Advisors can offer all services in Spanish and English.
Other Groups We Serve
Next Step
Set up an introductory conversation with us.
We’ll learn more about your goals and explore if our services are the right fit for your unique situation.
Schedule a Consultation