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Personalized investment advice. Sign up today for a complimentary portfolio consultation.  

As a committed fiduciary Investment Adviser, we place your interests above ours, ensuring unbiased and genuine investment advice tailored to your unique needs.

Optimizing Portfolios: NCA can review all of your investment accounts and provide tailored recommendations to help you meet your goals. Schedule a complimentary initial meeting and let us understand your vision.

Our hourly fee model is designed for clients that manage their own investments. With the hourly based fee structure, you'll know exactly what you're paying for before our project begins. Also, there's no need to switch your holdings into new accounts, your investments can remain where they are currently held. 

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The Flexible Approach to Investment Advice

 

 

At Nielsen Capital Advisers we believe that hourly project-based advice can be an excellent alternative to traditional asset under management (AUM) models. We understand that every individual's financial situation is unique, and that's why we offer flexible and personalized investment advice that meets your specific needs. We provide advice on an hourly project basis, enabling our clients to access our services when they need it the most.

 

We believe that hourly project-based advice can be more cost-effective than traditional AUM models since clients only pay for the time they spend with us. This allows clients to customize their investment advisory services to their budget and financial goals. Furthermore, with hourly advice, clients have complete control over their investment decisions, and they can choose to work with us only when they need guidance or support.

 

At NCA, we are committed to providing unbiased, transparent, and customized investment advice to our clients. We believe that everyone should have access to high-quality investment advice, and our hourly advisory services provide an excellent opportunity for our clients to access this service on their own terms.

  One of the main differentiating features of NCA is our rigorous, process-oriented approach toward investment research. We thoroughly screen the entire equity universe to locate quality securities at underappreciated prices. Our commitment to the research process and understanding the individual securities that we recommend to clients sets NCA apart. NCA commits the time and effort required to construct portfolios built for long-term success. 

 

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Hourly Investment Projects 

Clients without the need for traditional asset management services may find our hourly services beneficial. This service accommodates investors in need of occasional investment consultations such as asset allocation determination, analysis of existing portfolios or a portfolio check-up. Clients that utilize our hourly services are generally more independent and comfortable managing their own investments. Our services can help clients kick-start and manage their own unique investment program. 

Hourly project services can provide clients with critical feedback regarding the current state of their portfolio. The investment adviser will thoroughly review the portfolio and provide feedback and recommendations. Clients in need of an investment strategy and allocation analysis can benefit from hourly project services. For more information, please review our services section. 

Portfolio Risk Management

We take a proactive approach to analyze weaknesses and vulnerabilities in our clients' portfolios, identifying potential risks and recommending strategies to minimize them. Through thorough analysis, we assess the performance of various assets, such as bonds and stocks, and ensure that our clients are on track with a well-balanced allocation that aligns with their risk tolerance and financial goals.

 

Diversification is a key component of our strategy, spreading investments across different asset classes, sectors, and regions to reduce concentration risk. By recommending diversification, we aim to mitigate the impact of any single investment's poor performance on the overall portfolio.

Portfolio Optimization 

Our optimization strategies are designed to help our clients meet their investment needs based on their unique goals. We begin by working closely with our clients to understand their current financial situation and investment objectives. We will then analyze the client's existing portfolio, considering factors such as risk tolerance, investment time horizon, and liquidity needs.

 

Based on this analysis, we develop a personalized investment strategy that is tailored to the client's goals and aligned with their risk profile. Whether a client is looking to optimize their existing portfolio or construct a new one, our advisory service is designed to help clients achieve their financial goals.

What Makes Us Different?

Our Embedded Value Philosophy 

At Nielsen Capital Advisers, we set ourselves apart by focusing on practical, straightforward solutions for our clients. Value is always on our mind and we follow a value-oriented investment philosophy.

Our value orientation helps guide our investment recommendations. Although approaches and strategies for individual clients may differ due to individual preferences, we believe that in general, the value approach to investing offers the best results over time, while reducing risk. 

Higher Fiduciary Standards

As a fiduciary, our primary duty is to act in our clients' best interests at all times. This means that our clients' financial well-being is our top priority, and we are legally obligated to make investment recommendations that are solely in their best interests.

 

Our clients can trust that our advice and recommendations are based on what is best for them, rather than any conflicts of interest or hidden commissions. Our hourly fee model, we believe, significantly reduces these conflicts of interest and can reduce advisory costs compared to AUM models. 

Tailored Investment Advice

Our tailored investment advice is designed to help clients achieve their unique investment goals by providing personalized strategies that align with their individual needs and financial situation. NCA takes the time to understand each client's specific investment objectives, risk tolerance, and time horizon to develop a customized investment plan.

 

With our comprehensive approach, we aim to help clients diversify their investments, manage risk, and optimize their portfolio.

Use the form below to schedule a free consultation  

If you would like to learn more about out services, please fill out the form below. An Investment Adviser can work directly with you to develop a customized investment strategy and address your investment needs. There is no charge or obligation for the initial consultation with an Adviser.

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Rates (Fee-Only)

STRAIGHTFORWARD FEE STUCTURE

We entered 2008 with $44.3 billion of cash-equivalents, and we have since retained operating earnings of $17 billion. Nevertheless, at yearend 2009, our cash was down to $30.6 billion (with $8 billion earmarked for the BNSF acquisition). We’ve put a lot of money to work during the chaos of the last two years. It’s been an ideal period for investors: A climate of fear is their best friend. Those who invest only when commentators are upbeat end up paying a heavy price for meaningless reassurance. In the end, what counts in investing is what you pay for a business – through the purchase of a small piece of it in the stock market – and what that business earns in the succeeding decade or two. 

-Warren Buffett, 2009 Letter to Shareholders 

 

Contact

Let's Setup a Meeting

Link up with an investment professional today to discuss your specific investment needs. Your first consultation is complimentary.

Jeffrey Nielsen - President

Main Office 

19800 MacArthur Blvd 3rd Floor

Irvine, California 92612

310-905-5157

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© 2023 by Nielsen Capital Advisers LLC. Investing in stock markets involves risk of loss.

Past performance is not an indication of future performance. Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets. Nielsen Capital Advisers LLC is a state registered independent Investment Adviser. 

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