How does Nexus Capital help others in the Advisory Universe?

We offer both independent management and financial platform solutions for independent practices and migrating advisors. Advisors should expect to enjoy the full support of our investment and wealth management platforms, as well as our technology and marketing functions. Advisors and money managers will also benefit from affiliating with our brand and network.

You’re an Advisor

What are the benefits of each type of partnership?

Join Nexus

  • Merge with our wealth management division and immediately access all of Nexus’ independent advisory resources
  • Asset Managers can continue to build their direct investing business with additional scale
  • Those seeking out Independence can leverage the resources of an existing business
  • RIAs who join can utilize our operational and marketing capacities as well as additional products and services in their client offering
  • New to the RIA business an advisor can join our friendly and collegial culture

Leverage Nexus

  • On a situational and a la carte basis, Advisors and Money Managers can use Nexus products and services
  • Have the Option to Utilize Our Operations, Technology, Products or Marketing
  • Access Our Nexus-labeled private and public market funds
  • Capitalize on our differentiated research as well as our recommended stock and manager selections