Choose an investment team you can trust
We’re here to help. See why Advisors, Accounting Firms, Banks, and Corporate Trustees across the nation are turning to the Outsourced Chief Investment Officer (OCIO) solutions from Nottingham.
We develop a genuine connection with advisor partners by looking deeply and honestly at the most impactful decisions they will make for their clients and their practices.
Independent registered investment advisorS
Many independent RIAs we hear from have reached capacity. Outsourcing responsibilities free them to meet with clients and bring in new ones without adding additional staff.
Advisors Affiliated with Broker Dealers
We are approved on several platforms, offering model delivery or separately managed accounts.
certified public accounting Firms
Adding an RIA to your service offering can bring clients a more comprehensive financial solution.
Bank Trust
DepartmentS
Our team acts as a subadvisor to offer investment management services.
Let Nottingham take care of the investment details so you can focus on growing your business.
Understanding our clients is a top priority. We’re large enough to balance a sophisticated catalogue of services, yet small enough to preserve a deeply personalized experience. We leverage model portfolios, real-time trading in ETFs, periodic re-balancing, tax-loss harvesting, and other strategies while considering the retention of individual securities.
You’ll have immediate and ongoing access to our investment team, with five team members who hold the Chartered Financial Analyst ® designation, and two more pursuing the designation. Our research team has dedicated disciplines on domestic equities, fixed income and international areas.
The Nottingham team will be at your side to consult on client needs, help devise a strategy, and try to help you win high net-worth opportunities. We are here to help you grow up-market and provide personalization and customization that fit your clients’ needs. We can also provided guidance with client on boarding, marketing and other ongoing support.
We integrate with a growing list of custodians that interface with Orion, our portfolio management and trading platform. We also respect your existing operational framework for systems, reports, web access, and reporting. You focus on growing your business with a team at your side you can trust.
Our OCIO team fits right into your business model.Nottingham becomes your investment back office. We can be visible or invisible, depending on your strategy and preferences, and keep YOUR branding front and center. As part of your team, we’ll confer with you about strategy and asset allocation decisions just as you would with your own in-house investment department.
We understand that relationships are built on a basis of trust and confidence. We are committed to a partnership that grows over time. We don’t require a mass conversion of accounts to work with us. We’ll help you set a strategy for current and new clients with a reasonable, clear fee structure that works for everyone.
Managing portfolios takes time, especially in today’s challenging marketplace.
Our highly-credentialed team delivers a range of investment strategies to help meet your client’s unique goals.
How do you begin to structure and staff an investment team?
There is a more efficient way. Let’s talk.
NICOLE HENDRIX
Director of Institutional and Advisor Solutions
[email protected]
+1 (816) 585-8224
DISCLAIMERS:
CFA ® and Chartered Financial Analyst ® are registered trademarks owned by CFA Institute. Nottingham Advisors, Inc. (Nottingham) is an SEC registered investment adviser with its principal place of business in the State of New York. Registration does not imply a certain level of skill or training. For information pertaining to the registration status of Nottingham, as well as its fees and services, please refer to our disclosure statement as asset forth on Form ADV, available upon request or via the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). The information contained herein should not be construed as personalized investment advice or a solicitation to buy or sell any security. Investing in the stock market involves the risk of loss, including loss of principal invested, and may not be suitable for all investors. Past performance is no guarantee of future results. This material contains certain forward-looking statements which indicate future possibilities. Actual results may differ materially from the expectations portrayed in such forward-looking statements. As such, there is no guarantee that any views and opinions expressed in this material will come to pass. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change without prior notice. For additional information about Nottingham Advisors, including fees and services, request our disclosure statement as set forth on Form ADV from Nottingham Advisors using the contact information herein. Please read the disclosure statement carefully before you invest.
