NEST Investment Group, 4945 N
Fairfield Ave, Chicago, IL 60625
Objective Setting and Investment Policy
We help you define appropriate investment goals and objectives given your investment time horizon and risk preferences.
Portfolio Strategy and Design
We use asset allocation and diversification to create customized portfolios intended to maximize returns and reduce risk.
Monitoring of Investment Performance and Portfolio Rebalancing
Each component of the portfolio is continuously evaluated for performance versus benchmarks and for the corresponding relationship within the overall portfolio. Portfolios are rebalanced to the approved asset allocation as needed, taking into account the dynamic structure of the markets.
Performance Reporting
All clients receive a monthly statement from the portfolio’s custodian, plus a quarterly report generated by Nest Investment Group. Clients may also obtain account information at any time from the links within this website.
Fees
All services are performed on a fee-only basis. The asset management fee is based upon a percentage of the assets under management, and is billed quarterly. Comprehensive financial planning and short-term projects will be completed on a project basis or an hourly basis, when appropriate.
Active and Passive Portfolio Management
We create custom built portfolios based on an individual's needs and goals
Retirement Products for Individuals and Small Businesses
It is never too early or too late to plan for retirement. Options available include Traditional, Roth, and SEP IRAs and Keogh Plans
Education and Custodial Savings Accounts
Whether saving for a child's future or future educational needs, we have the tools to identify the right plan for you
Tax deferred options include Coverdell ESAs and State Sponsored 529 Plans for college savings and UTMA and UGMA custodial savings accounts
Derivatives and Commodities
For the more savvy investor or business owner who is looking to speculate on the market or hedge their businesses
Whether you’re already invested and just need some direction or you’re on the fence and want more information we’re here for you. In addition to the investment services we provide, we also perform one on one consulting on a variety of financial decisions from family budgeting to large purchases (homes, rental properties, etc) and cash management.
Financial success is not simply a product of talented investment management. In addition to our dedicated team of investment advisors, NEST Investment Group maintains a strong relationship with a team of attorneys and Certified Public Accountants to ensure that we can address all of your needs. From investment advice to tax and estate planning, the experts at NEST Investment Group are ready to provide superior service to help you achieve your financial goals.
Who We Are
| 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. |
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| 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. |
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| About NEST Investment Group |
On the basis of a personal conversation, we draw up your Investment Profile, which becomes an integral part of the contract between you and .... |
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