Business Details
38 Years
experience
Your Trusted Partner for Wealth Planning & Investment Solutions
Nexus Investment Management is a forward-thinking investment management firm that has guided investors with thoughtful wealth planning since 1988. Founded on principles of disciplined investing and client-centric service, we have earned the trust of private clients and foundations over 35 years. Our expertise lies in managing portfolios for families, individuals, and endowments with investable assets of $1 million or more, maintaining a steadfast commitment to long-term financial goals. We align client interests with our own by ensuring our principals invest alongside clients, fostering transparency and shared success.As an independent firm, we avoid conflicts of interest by receiving no commissions or incentives, prioritizing objective analysis and honest communication. Our membership in Focus Financial Partners since 2020 further strengthens our ability to deliver fiduciary wealth management services. With a focus on rigorous investment philosophy and security selection, we aim to provide peace of mind through market cycles, emphasizing quality, diversification, and risk management to achieve strong absolute returns.
Services
Wealth Planning
Investment Management
Portfolio Management
Retirement Planning
Tax Planning
Estate Planning
Risk Management
Client Education
Market Analysis
Financial Counseling
Details
- Year established: 1988
Highlights and features
- We have over 35 years of experience in wealth planning and investment management.
- Our principals invest alongside clients, ensuring aligned interests and transparency.
- We operate independently, avoiding conflicts of interest by receiving no commissions.
- Our disciplined investment philosophy emphasizes quality, diversification, and risk management.
- We are part of Focus Financial Partners, a network of independent fiduciary firms.
Services
Wealth Planning
Wealth Planning at Nexus involves creating personalized financial strategies tailored to clients' unique goals and circumstances. Our approach integrates long-term investment objectives with risk management, tax efficiency, and estate planning. By understanding individual needs, we develop comprehensive plans that balance opportunity and risk, ensuring clients maintain financial stability through market cycles while achieving their life goals.
Investment Management
Investment Management focuses on disciplined, market-resilient strategies to grow and protect client assets. We employ a bottom-up research approach to select high-quality North American stocks, emphasizing low volatility and long-term growth. Our portfolios are concentrated yet diversified, leveraging global opportunities where appropriate to enhance returns while maintaining strict risk controls and alignment with client objectives.
Risk Management
Risk Management ensures client portfolios are structured to withstand market downturns while pursuing growth. We use careful asset allocation, diversification, and high-quality holdings to limit downside risk. Our sell discipline monitors investments against original theses, triggering adjustments when fundamentals change. This proactive approach safeguards capital and maintains alignment with clients' long-term financial goals through evolving market conditions.
Retirement Planning
Retirement Planning addresses clients' needs for sustainable income and legacy preservation. We integrate tax-efficient strategies, estate planning tools, and income optimization techniques to ensure financial security in retirement. By balancing growth and preservation, we help clients navigate complex decisions about withdrawals, asset allocation, and intergenerational wealth transfer, providing confidence in their post-career financial stability.
Client Education
Client Education empowers investors through regular communication and insights on market trends, investment strategies, and financial planning. We provide quarterly newsletters, blogs, and personalized updates to enhance understanding of portfolio decisions and long-term financial health. This transparent approach fosters trust, enabling clients to make informed decisions while staying aligned with their evolving goals and market dynamics.
People
Dianne C. White
President & CEO
Dianne C. White leads Nexus with a focus on integrity and client-first culture. As President and CEO, she oversees strategic direction and client service excellence. With over 35 years in wealth management, she emphasizes long-term planning and fiduciary responsibility, ensuring clients receive objective, tailored financial solutions through market cycles.
John C.A. Stevenson
Chairman & CIO
John C.A. Stevenson serves as Chairman and Chief Investment Officer, guiding Nexus' investment strategy. With decades of experience, he leads portfolio management and team oversight, maintaining a disciplined, research-driven approach. His leadership ensures consistent application of Nexus' GARP philosophy, delivering long-term value to clients through rigorous security selection and risk management.
Brad Weber
Vice President, Wealth Planning
Brad Weber specializes in creating personalized wealth plans for Nexus clients. As Vice President of Wealth Planning, he advises on financial, tax, and estate strategies, leveraging his expertise in tax planning and estate optimization. His client-centric approach ensures comprehensive solutions that align with individual goals and life transitions.
Alexandra Jemetz
Vice President, Client Service
Alexandra Jemetz leads client service and wealth management at Nexus. With a focus on relationship-building, she ensures clients receive tailored support and strategic guidance. Her expertise in wealth planning and client advocacy strengthens Nexus' commitment to delivering exceptional service and long-term financial success for private clients and non-profits.
Graham Meagher
Portfolio Manager
Graham Meagher contributes to Nexus' investment team with expertise in portfolio construction. As a Vice President and Portfolio Manager, he applies rigorous analysis to stock selection and risk management. His focus on quality investments and disciplined strategy execution supports clients' long-term financial objectives through market volatility and economic uncertainty.
Questions
What services does Nexus Investment Management offer?
We provide wealth planning, investment management, portfolio management, retirement planning, tax planning, and risk management tailored to high-net-worth individuals and institutions.
How does Nexus align client interests with its services?
Our principals invest alongside clients, ensuring shared goals and transparency. We avoid conflicts by receiving no commissions, prioritizing objective, client-focused advice.
What investment approach does Nexus use?
We employ a disciplined, bottom-up research approach selecting high-quality North American stocks, emphasizing diversification, low volatility, and long-term growth with global opportunities.
How does Nexus manage risk in portfolios?
We use asset allocation, diversification, and strict sell discipline to protect capital. Investments are monitored against original theses, ensuring alignment with long-term client objectives.
What educational resources does Nexus provide clients?
We offer quarterly newsletters, blogs, and personalized updates to enhance financial literacy, covering market trends, investment strategies, and planning insights.
