We choose appropriate investments for each of our clients using independent research, portfolio diversification and a multi-year time horizon. We customize your portfolio for you and your needs and take into account such factors as your age and risk tolerance. Our time-tested discipline has successfully navigated the challenges of volatile markets.
We analyze all aspects of your financial life, listen carefully to your goals and create a wealth management plan to help you achieve them. We want you to have the knowledge to make informed and objective decisions and will support you by coordinating our efforts with your other advisors, such as attorneys and accountants.
Our team is knowledgeable, credentialed and experienced. Our high level of communication and the trust we bring to all client relationships sets us apart. We aspire to become not only your trusted financial advisor but also a friendly ear.
Nelson Roberts Investment Advisors, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Nelson Roberts Investment Advisors, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Nelson Roberts Investment Advisors, LLC unless a client service agreement is in place.