Bridging the gap between you and your financial success.
Wealth
Management
Nexus Capital has been engineered to be the complete advisory solution for wealthy individuals and families - seamlessly integrating institutional-caliber investment management with family office services
Asset
Management
Our forward-looking, historically aware investment approach powers a broad range of capabilities and solutions - from passive and factor-based, to fundamental active and private-control.
Advisory
Partnerships
We partner with advisors and power them to launch their business, gain efficiency, scale their operations, and grow their firm – so they can be more focused on the specialized needs of their clients.
Concierge
Services
We become your Keeper & Executor, Guardian & Confidant, and Brain Trust - plugging you into the world of access and ease that your wealth opens up. Suddenly, tasks that seemed complex or overwhelming become simple and streamlined.
Our Story
Nexus Capital has deep roots in private wealth management and institutional asset management. As an independent advisor, we were founded on the principles of providing our clients with the best service, and giving each one the best chance possible to meet all financial goals. Read More >
Our Vision
Our goal is to provide a multi-dimensional platform to serve all of our clients' needs.
We believe in exceptional wealth management services for our high-net-worth client base. We also believe in offering our institutional clients differentiated investment options in order to maximize their chances of meeting their goals. Lastly, we envision a scaled platform, so that advisors can leverage our expertise indirectly or directly by joining our team at Nexus Capital.
At Nexus, we don't wait for the future. We build it...
Why We’re Unique
Our platform includes best-in-class financial products & services in:
- Private Wealth Management
- Asset Management
- Lifestyle Concierge Services
We also provide an all-inclusive platform for advisors looking to scale up operations via:
- Leveraging Our Products and Services
- Partnering with the Nexus Capital team
- Joining Nexus Capital as a registered independent advisor ("RIA")
NEXUS ConneXion™
Our team is proud to provide you with NEXUS ConneXion™, so that we can follow 4 primary client service cornerstones:
- Provide excellent transparency
- Maximize client engagement
- Give you the right tools for education
- Allow for regular feedback so that we can perform our absolute best and create real value for you.
NEXUS ConneXion™ provides:
- A Research & Insights page that is accessible to all clients andprospective clients for free upon subscription. Click Here to Access
- It also provides a Survey page that is available to clients only. Click Here to Access
As we continue to build out NEXUS conneXion™, our hope is to add an extraordinary level of value creation. We believe this will lead to long-lasting relationships and overall fulfillment not only in our lives, but in our clients lives, too. A business is only as good as its people and the strength of its client relationships. Click Here
Educational Materials and Communications
Rochester Business Journal
The Rochester Business Journal is the leading source of business news and information in Rochester, N.Y. Our local, award winning journalists are on the pulse of business news in the greater Rochester area and provide our readers with digital options to stay up with the days breaking news.
Nexus Capital Newsletter Quarter 1 2019
Stay on top of the ever-changing world of business, finance, and wealth management. Our newsletters are filled with timely news, insights and analysis, and are easy to read on most devices. This informative newsletter is published quarterly.
