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Advisory Partnerships

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.

I am an Advisor.

What are the benefits of each type of partnership?

1. JOIN NEXUS

BEGIN OR CONTINUE YOUR INDEPENDENCE AS AN ADVISOR OR ASSET MANAGER

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

2. LEVERAGE NEXUS

UTILIZE OUR TEAM AND SUPPORT SYSTEMS TO TAKE THE NEXT STEPS IN SCALING YOUR BUSINESS

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

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