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.

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.

Our investment management offering covers

Nubian Square Investment Advisors provides expert investment management services as a core component of our comprehensive financial solutions. We work closely with our clients to develop and implement tailored investment strategies that align with their specific financial goals, risk tolerance, and time horizon. Our approach is characterized by

Fiduciary Consulting

Based on my review of the provided documents, Nubian Square Investment Advisors does offer Fiduciary Consulting. This means they provide advisory services related to the responsibilities of a fiduciary, which involves acting in the best interests of their clients.

Investment Policy Statements

Given that Nubian Square Investment Advisors offers Fiduciary Consulting, it's highly probable that they also assist clients with the creation and implementation of Investment Policy Statements. Here's how Nubian Square Investment Advisors might be involved with Investment Policy Statements:

Strategic (long-term) & Tactical (short-term) Allocation

Strategic and Tactical Asset Allocation Long-Term and Short-Term Investment Strategy Balancing Long-Term Goals with Short-Term Opportunities Our Approach to Asset Allocation: Strategic and Tactical Managing Your Portfolio: Strategic vs. Tactical Allocation

Environmental, Social, and Governance Investing

Shareholder Engagement & Proxy Voting

Alternative Investments (Solidarity Economy, Real Estate, Private Equity, Venture Capital)

Understanding Your Risk Tolerance

Creating a suitable asset allocation strategy Setting realistic investment goals Managing expectations during market fluctuations

Time Horizon

Generally, the longer your investment time frame, the more risk you can afford to take.

Financial Stability

Your income, expenses, and overall financial health play a significant role in how much risk you can handle.

Comfort Level

Your personal feelings about market volatility and potential losses are important considerations.

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

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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.