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.


Let us show you our approach. We’ll walk through your current investments with you and we can decide together if your legacy and family could be better protected with the way that we do things.