Families & Individual Investors
Nightingale offers deliberately focused equity strategies and asset allocation approaches to individuals and families. Our main mission is to help you achieve your financial goals. Being independent allows us to work with you directly as a fiduciary or partner with your current financial advisor to deliver investment management services. Either way we work together, we seek to be as clearly and transparently aligned with your goals as possible.
Our fiduciary clients can expect personalized service from your portfolio manager including:
- Direct phone access, quarterly reviews and annual in-person consulting.
- Monthly commentary and strategy updates from our investment team.
- Direct transparency to investment positions.