Nest Investment Group, LLP

ABOUT NEST INVESTMENT GROUP

The single biggest complaint investors have about their current relationship with their Financial Advisor is that they feel like a number. They seldom get the personalized service they deserve. Finding the right investment advisor is similar to choosing a physician. While expertise, experience, education and reputation are all important, the ability to communicate effectively is often the deciding factor.

NEST Investment Group takes the client relationship very seriously and aims to make you feel comfortable with your recommended investment strategy. We understand that a financial and investment plan must be individualized. We work with you to determine exactly what your personal plan requires.

As an independent, Fee-based investment advisor, we have no mutual funds or other financial products that we must sell, giving us the flexibility to match your investment goals, time-frame and risk profile with your investment strategy.

We aim for the highest return consistent with your risk tolerance by diversifying your portfolio by asset class, geography and style to create the optimum mix of investments.

To better serve our clients, we offer in-house financial planning, along with the outside services of carefully selected certified public accountants, estate attorneys, insurance agents and real estate professionals. This enables NEST Investment Group to be a one-stop source for wealth management services.

About the Firm

NEST Investment Group is a financial advisory company offering services on the capital market, as well as investment products and financial consulting. The firm was established by three financial professionals with a wealth of experience in the financial industry. The excellent knowledge of and experience gained by the members of NEST Investment Group in the financial and investment fields, was the result of successfully implemented financial and investment projects. The success and development of NEST Investment Group is based on the good partnership with its clients, financial institutions and regulatory and supervising organizations.

We provide Fee-Only portfolio management and financial planning services. Our advisors avoid potential conflicts of interest by working solely for you. We receive no compensation from third parties such as mutual fund or insurance companies, and we do not sell any financial products.

After evaluating your goals and risk tolerance, we can create a personalized investment plan that is in harmony with your financial objectives. We believe that a long-term investment strategy offers the strongest potential for realizing your desired rate of return.

Long-term investing minimizes risk and allows for the selection of a sound asset-allocation strategy.

We work with people of all ages from all walks of life. You can engage us on either a one-time basis or as needed. You receive personal attention. Whether you are building assets for the future, or seeking to protect, enjoy, and pass on those you already have, NEST Investment Group is ready to help with sound, professional advice.

Company Bios

Emil Suqi, Managing Partner

Emil is one of the founders and Managing Partners of Nest Investment Group. He has a background consulting on budgeting, investing, and saving and several years experience servicing large corporate pension portfolios. Emil is dedicated to achieving real financial solutions through establishing strong partnerships with clients and colleagues.

Emil graduated Cum Laude from the University of Illinois at Chicago with a B.S. in Finance and Economics. He is a candidate for the Chartered Financial Analyst designation and is a candidate member of the CFA Institute.

Toni Ninov, Managing Partner

Toni is one of the founders and Managing Partners of Nest Investment Group. Toni has worked in the financial and investment industry long enough to bring a broad spectrum of experience and expertise to greatly benefit his clients.

Throughout his professional career, Toni has been dedicated to providing high quality client specific portfolio management to individuals, family businesses, trusts and estates. His goal with all of his clients is to earn the title of “trusted advisor” through hard work and dedication to helping his clients attain their individual financial goals and objectives.

Toni holds a B.S. in Finance from University of Illinois at Chicago.

Alan Fess, Portfolio Manager

Alan Fess is a Portfolio Manager at Nest Investment Group in Chicago. As a Portfolio Manager, Alan manages equity, fixed income and alternative investments for individuals, small businesses, and trusts.

Alan’s educational background includes a B.B.A. in Finance from the Cox School of business as Southern Methodist University. He is a candidate for the Chartered Financial Analyst designation and a member of the CFA Institute.

His community involvement includes the role of board member of the Chicago Junior Chamber of Commerce.

Portfolio Management

Our sales and trading professionals are entrusted with gathering the necessary information to provide you with top-notch market insight. NEST Investment Group will manage your investment portfolio, in line with your preferred strategy. Based on your vision, your immediate and long-term investment objectives and your risk-return profile, our professionals will provide you with all the financial information you need on appropriate securities in order to minimize risk and satisfy your objectives.

Portfolio Management from NEST Investment Group is an ideal product for an investor, who:

	... wishes to maximize his investment opportunities through the active management of assets
	... prefers management with risk, consistent with their individual investment objectives
	... seeks professional management for his or her financial resources

What makes us different?

	Individual approach - we seek to identify and satisfy your investment objectives with full service and Advisors that are there for you when you need them.
	Honest and straight forward – We are a flat fee advisor and only have your best interests and satisfaction in mind. We are unbiased and only recommend what is the best choice for the client.
	Client comfort and peace of mind – We understand that finance is a sensitive subject for most; we take pride in discussing a client’s goals on their terms whether that be in their home or in our office.
	Access to a wide range of investment instruments – equity shares, government securities, external debt, municipal debt, corporate bonds, real estate, currency.
	Modern methodology of investments management, which minimizes the risk, while preserving the potential for high rate of return.