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Portfolio AdvicePrincipalsHistory

Nuland & Arshad, Inc. prides itself on delivering the highest level of personal advice and service to its clients. The firm brings more than 100 years of collective experience in the financial services industry among its principals to assist clients with the challenges associated with successful wealth management. Since the firm was founded in 1989, effort has been increasingly focused on the complex issues of asset diversification, philanthropy, and trust and estate management. As a result, the firm devotes significant attention to financial education and advice to all family members. We believe in developing tailored investment strategies for families intent on preserving assets for future generations.

Client accounts are managed by a team with primary responsibility assigned to one of the principals. Each relationship is unique and contact is maintained through personal visits, telephone and receipt of quarterly statements. All members of the firm are available to assist clients as circumstances arise.

Client portfolios are monitored regularly by the principals. The firm's investment committee formally reviews every portfolio at least quarterly. The purpose of these reviews is to monitor performance of the portfolio and to insure that assets are allocated in a manner that is consistent with each client's tax position and investment objectives.

Client visits are encouraged.


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