Our Services
Financial Expertise Rooted in Purpose, Tailored for Impact
At Nubian Square Investment Advisors, we serve those who are building something bigger than themselves, individuals forging new legacies and institutions advancing missions that matter. Our approach is grounded in deep expertise, cultural awareness, and an unwavering commitment to aligning financial strategy with long-term vision.
Impact Investments Due Diligence
We work closely with Advisors, private foundations, family offices, and mission driven organizations to understand their unique investment objectives and to provide the research necessary to drive execution.
Investment Management
We are deeply committed to the economic well-being of the clients that we serve. We strive to empower individuals and families with portfolios that serve their interests.
Financial
Planning
We use tech driven software and a team approach to ensure your plan works for you, from the fundamentals to advanced areas of advisory.
Individuals & Families
Whether you’re a first-generation wealth builder or an heir stewarding capital, we’ll help you design a strategy that turns ambition into lasting impact. Our personalized financial planning and investment management services are built to support:
- New Legacy Builders – Mid to late career professionals navigating financial decisions without a playbook
- High-Net-Worth Individuals – Families focused on aligning wealth with purpose, intergenerational transfer, and impact
- Business Owners – Entrepreneurs balancing the complexity of business growth and personal financial security
Financial Planning
A Blueprint for the Life You’re Building
We provide more than just a plan, we offer a strategy designed for your vision, your values, and your future. Our financial planning services help you navigate major life decisions with confidence, whether you’re managing equity compensation, purchasing property, or planning for future generations.
Through a personalized, goal-oriented process, we’ll help you:
- Define your financial priorities and translate them into actionable goals
- Build tax-efficient strategies for income, savings, and giving
- Prepare for life’s transitions, from career milestones to family planning
- Protect what matters with risk management and estate strategies
We don’t believe in generic plans. We build roadmaps that reflect where you’ve come from and where you’re determined to go.
Financial Planning Pricing
- Fundamentals: up to $1,250
- “The Fundamental Financial Planning service includes the development of a financial plan focused on cash flow and debt management.”
- Core: up to $2,250
- “The Core Financial Planning service includes all components of the Fundamental Financial Planning service, with additional planning areas related to education, retirement, home ownership, and insurance needs analysis.”
- Premier: up to $4,500
- “The Premier Financial Planning service includes all components of the Fundamental & Core Financial Planning service, with the addition of advanced planning topics such as tax planning & optimization, equity based compensation, estate planning, and business succession planning”
- The plans are delivered within six to eight weeks from the start of the engagement and provide an opportunity to review and revise the plan, as well as work together to implement the plan. Prices are negotiable.
Investment Management
Your Capital, Strategically Deployed
Your money should work as intentionally as you do. Our investment management approach is tailored to your financial goals, risk tolerance, and time horizon—combining disciplined portfolio construction with a values-aware lens.
We focus on:
- Designing diversified portfolios with institutional-grade research
- Monitoring performance and adjusting based on evolving goals and markets
- Aligning investments with your values, including mission-driven, impact-focused strategies
- Communicating clearly and consistently so you always know where you stand
- Whether you’re building wealth, preserving it, or preparing to pass it on, we manage your investments with the same care and clarity you bring to your career and life.
Institutions
Mission-driven organizations face a unique challenge: grow and protect capital while staying true to their purpose. We partner with:
- Family Offices – Seeking integrated wealth management grounded in long-term vision and values
- Foundations & Endowments – Requiring disciplined strategy to support generational impact and fiduciary goals
- Investment Advisors – Scaling research efforts across impact investing while keeping your focus on your client’s goals
- Faith-Based Institutions – Aligning capital with conviction through values-aware investment guidance
Across every engagement, our goal remains the same: to help you steward capital and maximize impact in a way that reflects what your organization stands for.
Investment Management
Purpose-Aligned Portfolios. Institution-Grade Research.
We provide mission-driven organizations with disciplined investment research & management that balances long-term growth, risk analysis, and values alignment. Our approach is built to help you position your assets to support both your financial goals and your broader social mission.
We offer:
- Impact focused investment research
- Strategic asset allocation and portfolio construction
- Active monitoring and performance optimization
- PRI and impact investing integration tailored to your institutional values
- Transparent reporting that supports board governance
We ensure your investments are working as hard—and as intentionally—as your organization does.
Investment Management Fees: 1% AUM
Impact Investments Due Diligence
Fiduciary Clarity. Strategic Guidance.
Our due diligence & consulting services give institutional leaders the insight and confidence to make informed investment decisions without sacrificing mission integrity. We partner with your board, investment committee, or staff to strengthen your impact investments pipeline, highlight investment facts & metrics, and monitor opportunities through a clear, purpose-first lens.
Our consulting work includes:
- Investment policy development and review
- Manager selection and due diligence
- Risk analysis and asset allocation strategy
- Impact measurement and portfolio alignment assessment
We bring independent, expert-level guidance that’s deeply informed by a commitment to equity, transparency, and long-term sustainability.
Investment Management client – starting at $5,000
Non-Investment Management clients – starting at $15,000
Please reach out to discuss details.
Nubian Square Investment Advisors
Our technology partnerships include
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.
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Get In Touch
- advisor_services@nubiansquareia.com
- 617-318-7151