Disciplined, Tax-Aware Investment Management
Successful investment management starts with discipline. It is the cornerstone of your financial future. We manage your assets as if they were our own. We work to achieve our clients goals through appropriate growth and income, but also have a finite focus on risk and all of the competing forces that can impact a portfolio over time. Through extensive research, tactical allocation, and focused risk modeling and management, our portfolios help clients stick with their plan and achieve their long-term goals.
Who we serve: Our clients are people approaching or living in retirement, business owners balancing company and personal wealth, and busy professionals who want a credentialed fiduciary managing their investments. If that sounds like you, see how we work with pre-retirees and retirees and business owners.
Custom Portfolios
Your portfolio is built around your goals, time horizon, and comfort with risk, not a model template. We do not manage every client the same way.
Research, Not Guesswork
Expertise Matters
Discipline and Flexibility
Long-Term Focus
Tax-Efficient Investing
How We Manage Your Portfolio
Understand you first.
Before we invest a dollar, we learn your goals, income needs, tax picture, and how much risk you are truly comfortable with. This is the foundation of your financial plan.
Build your portfolio.
Manage risk continuously.
Adjust as your life changes.
Tax-Efficient Investing, All Year Long
Most investors think about taxes once a year. We manage for them continuously. That means harvesting losses to offset gains when markets give us the opportunity, placing investments in the account types where they are taxed least, and watching the income and capital-gains thresholds that can push you into higher rates. Handled consistently, tax-efficient investing can add meaningfully to what you keep over a lifetime of investing. It also works hand in hand with our broader tax planning work, from charitable giving strategies to planning withdrawals in retirement.
Where Your Assets Are Held
Your assets are never held by Nevis Equity Advisors. They are held in your name at Charles Schwab or Altruist, two independent custodians, where you can see every holding and every transaction at any time. We direct the strategy; the custodian safeguards the assets. This separation is a core protection for you, and it is how a fiduciary firm should be structured.
What It Costs
We are a fee-only firm. Our only compensation is the transparent advisory fee you pay us directly. We earn no commissions, no product incentives, and nothing from the investments in your portfolio.