Who Do We Serve
Individuals & Families
We start by helping you and the people that you care about.
- We are a Millennial founded firm, and we believe that Millennials have a tremendous and unique opportunity to create a better financial future through saving, investing, and exploring ways to lift others as they climb the ladder.
- We understand the various conflicts of managing money – balancing debt, purchasing a home, raising a family creating the right investment strategy, and continuing to give to the world around you.
- Our goal is to help you where you are through online meetings and reliable thought partnership.
- For those that have worked long, respectful careers, let us help make sure your money now works for you.
- We’ll provide you with plans with the highest likelihood of reaching your financial goals. Cash flow distribution, charitable giving, and estate planning are areas we can help you think through options.
- For a business owner that’s thinking of their employees first, we’re here to help by creating retirement plans and providing financial education for your employees.
- We can walk through your financial plans and introduce you to our tax partners to ensure you can focus on providing quality service to your patrons.
Impact Focused Investors
Our mission is to help align investors with the things things that will move our world forward – clean energy, sustainable products, healthy communities, equitable workplaces, and the list goes on.
- We provide custom financial planning and investment strategies, across the public and private markets, to ensure established wealth can preserve a legacy while also contributing to a more equitable world.
- We provide custom investment strategies to ensure foundations can carry out the mission driven work that they are committed to. Either as a one of strategy review or ongoing investment services.
- For institutions with excess cash that is earmarked for specific purposes, we can create values aligned portfolios that measure the appropriate risk, cash distributions, and required returns for your organization and the communities it serves to thrive for years to come.
Nubian Square Investment Advisors
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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.
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Get In Touch
- advisor_services@nubiansquareia.com
- 617-318-7151