o Managed by a tenured, trusted team with an average of 25 years experience
o An actively-managed approach designed to navigate complex and evolving markets
o A track record with some of the world’s most distinguished institutional clients and financial institutions1
o Privately owned and independent
WHO WE ARE
Innovative ∙ Forward-Looking ∙ Alpha-Generating
A single question guides NexBank Wealth Advisors: What do clients really need? In a complex, uncertain world, we believe clients seek a proven investment approach and performance that isn’t eroded by excessive fees – not an industry behemoth with its own best interests at heart.
Seeking alpha through an active approach
We seek to deliver clients alpha through both active asset allocation and our unique ability to source alternative investments through the power and experience of our affiliates. We believe this approach is a truly unique wealth-management solution, and one well-equipped to deliver in complex times.
Additionally, by drawing on our network of affiliates, we can provide investors access to exciting institutional-quality co-investment opportunities. These are designed to complement clients’ core portfolio and to protect and grow your family’s wealth.
JAMES DONDERO, CFA, CPA, CMA
Founder and Portfolio Manager
MIKE HURLEY, CMT
BRAD HEISS, CFA
Director of Operations
1) The track record relates to NexBank Wealth Advisors and its affiliates.