NWK Group

NWK Group

Nadim Joseph Nahas, Marte Werner, and Jim Kolinos launched NWK Group in 2002 as an independent investment advisory practice in San Francisco. The firm runs two practice lines: NWK Capital Management, which handles private wealth, financial planning, and portfolio construction for individuals and families, and NWK Retirement Advisors, which delivers fiduciary management and plan consulting for organizations. The three co-founders remain active in the business — Nahas leads investment research and portfolio management, Werner directs institutional client delivery, and Kolinos serves as founder emeritus. The firm constructs client portfolios across equities, fixed income, and retirement-plan vehicles, with a particular emphasis on qualified plans such as 401(k) and 403(b) programs. It executes through separate-account management and advisory relationships rather than commingled funds, maintaining discretion over individual security selection while offering goal-based financial planning. NWK's institutional practice includes fiduciary oversight and plan governance for pension plans and nonprofits, a segment that generates a portion of revenue decoupled from conventional AUM-based fees. The firm serves clients from its single office at 50 California Street and does not disclose external AUM or deployment figures. The team has held at a steady count of roughly six professionals, with Cathey Le Hudson managing operations and client relationships across both practice areas since joining as COO. Financial advisor Cherif Nahas joined after a 30-year career as a firefighter, and Brian Acard contributes two decades of industry experience as research associate — the roster reflects a practice built around individual relationships rather than institutional scale. The firm has not publicly announced new fund launches, office expansions, or principal transitions in the last 24 months. NWK Group's dual-line architecture — private wealth advisory alongside institutional retirement-plan fiduciary consulting — sets it apart from most San Francisco boutiques that focus on a single client type. The model diversifies the firm's revenue and allows it to cross-sell retirement plan services to business-owner clients while also advising their personal portfolios, a structural hedge that most traditional RIAs in the city do not replicate.