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Modern Money Management LLC
Modern Money Management provides financial planning, investment management, and tax strategies. They design plans based on clients’ values and needs, build...
Overview
Modern Money Management provides financial planning, investment management, and tax strategies. They design plans based on clients’ values and needs, build tax-efficient portfolios with appropriate risk, and act as a fiduciary in clients’ best interest. Clients also get modern financial tools and a personal portal to track progress.
General information
Firm type
Asset Manager
Principals
Nate Nieri
CFP®
Frequently asked questions
What investment stages does Modern Money Management typically target?
The firm targets middle-market companies, which generally include established businesses with $10 million to $100 million in EBITDA. Its strategy focuses on providing senior secured loans, unitranche facilities, and structured equity, placing it in the private credit stage of a company's lifecycle rather than venture or growth equity (public record).
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