SMART INVESTING WITH CLARITY™

Helping clients reach their goals is our top priority. That's why we utilize Separately Managed Accounts (SMAs). SMAs are accounts managed by professional money manager(s), where the securities held in the portfolios are owned by individual investors and are not commingled with anyone else's money — unlike mutual funds or ETFs. SMAs provide the power and flexibility to customize and manage our investors' portfolios to meet their unique needs and specifications. 

There's no comparison, SMAs offer investors clear advantages compared to Mutual Funds and ETFs:

• SMAs provide the liquidity needed to take advantage of tax efficiencies
• SMAs provide the transparency needed for investors to obtain peace of mind with their investments
• SMAs provide the customization and control needed to ensure proper diversification and asset allocation

SMART Investing with Clarity

CUSTOMIZATION AND CONTROL TO BETTER MANAGE YOUR PORTFOLIO

We utilize SMAs to provide you with a true custom portfolio. We know that each investor is different. Yet many advisors put investors into the same mutual funds and ETFs, offering them little more than a cookie-cutter approach. At Nepsis, we are different.

SMART Investing with Clarity

Our SMART approach combines the art of experienced investment management with enhanced personalized service and increased flexibility to construct and manage portfolios across the spectrum of asset classes.

• Diversification without over-diversification
• Experienced active portfolio management
• Transparency to understand holdings and fees
• Flexibility to leverage tax advantages and stock market volatility

PERSONALIZED PORTFOLIO CONSTRUCTION

Our portfolio construction process is centered around you and your unique needs and wishes. It is rooted in what we call, our “Four Keys to Successful Investing” – Investment Philosophy, Strategy, Flexibility & Transparency™.

THE FOUR KEYS TO INVESTING FOR SUCCESS

> PHILOSOPHY

> STRATEGY

> FLEXIBILITY

> TRANSPARENCY

ACTIVE MONEY MANAGEMENT

We provide a straightforward and sensible process to portfolio management; seeking to invest in great businesses, over time.

Through our process of Strategic Cost Averaging™, we continue to invest in these great companies when opportunities arise due to market and valuation inefficiencies. It’s simple, back to basic investment thinking, backed by in-depth research and disciplined execution best practices.

> PRE-PURCHASE ANALYSIS

> POST-PURCHASE ANALYSIS

> STRATEGIC COST AVERAGING™

> SELL DISCIPLINE

NEPSIS CORE PORTFOLIOS

We offer five core Global investment allocations to fit anyone's investment objectives. This allows us to best align our investors’ portfolios with their risk tolerance and investment objectives.

TAX-EFFICIENT INVESTING

Many of our clients look to us for tax-efficient investment strategies. From reducing tax consequences at retirement to managing the tax impact of capital gains. With proper asset allocation and smart rebalancing, we work with you to find the right solution.

INVESTMENT STRESS TEST™

We have created a proprietary process that looks deeply into an investor's portfolio to show the potential pitfalls and risks that could inhibit you from accomplishing your investment goals and answer the question, “are your investments doing the best they can?”

 

Discover the Advantages of Our Investment Stress Test™ — It's the Perfect Investor Tool Because It Allows You a Level of Investment Information You Have Not Seen Before.

 

Are your investments doing the best they can? Do you know the biggest risks in your portfolio? Find out with our free Investment Stress Test™.