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Nubian Square Investment Advisors LLC

EST. AUM
$12,990,723

CONTACTS
1

CLIENT ACCOUNTS
34

Firm Details

Metro area Boston
CRD Number 315955
Website nubiansquareia.com
Client types

Overview

Nubian Square is a comprehensive financial advisory firm that offers a diverse suite of services centered around portfolio management and financial planning. The firm operates with a fiduciary commitment to its clients, ensuring investment decisions are made in the best interest of clients without regard to its own economic interests. Nubian Square's strategies are individualized, built around each client's unique financial situation, risk tolerance, time horizon, and goals. Their client relationships begin with the development of an Investment Policy Statement (IPS), which guides investment decisions and portfolio construction. The firm also incorporates the use of third-party managers and offers education-focused engagements such as e-courses and seminars.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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