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Nevis Equity Advisors LLC
Nevis Equity Advisors is an independent, fee-only fiduciary Registered Investment Advisor. The firm is not affiliated with any bank, broker-dealer, or...
Overview
Nevis Equity Advisors is an independent, fee-only fiduciary Registered Investment Advisor. The firm is not affiliated with any bank, broker-dealer, or insurance company, does not sell products, and does not earn commissions. Its only compensation comes directly from the clients it serves. It provides wealth management including strategic asset allocation, tax-aware portfolio management, and coordinated planning around goals, taxes, and retirement.
General information
Firm type
Asset Manager
Location
City
NYC
Principals
Patrick Keane
Founder & President
Patrick Keane
Founder & President
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