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Portfolio AdvicePrincipalsHistory

Nuland & Arshad Inc. was incorporated in 1989 with the objective of providing comprehensive financial advice and services to high net worth individuals and families whose goal was to maximize and preserve wealth. Today, Nuland & Arshad, Inc. manages over $75 million in assets.

Nuland & Arshad, Inc. is owned by James G. Nuland, Jr. and Gulrez Arshad. Mr. Nuland was a trust officer with the Fiduciary Trust Company for seven years prior to co-founding Nuland & Arshad, Inc. and now serves as trustee and provides trust planning and investment advice for a number of trusts managed by the firm. Mr. Arshad has had particular experience in structuring and participating in early stage funding of start-up companies across a number of industries.

This has led to a unique strength, built up over the years, of being able to offer clients a broad and seasoned array of financial advice. Nuland & Arshad, Inc. has particularly differentiated itself from other Financial Advisors in its ability to diversify client portfolios, where appropriate, to include direct investment in private equity. Members of the firm play an active role in these investments, often serving on the board and always committing personal resources in tandem with those of clients.

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