Nabity-jensen Investment Management Inc.
Nabity-Jensen Investment Management, Inc. is an Omaha-based SEC-registered investment adviser providing portfolio management, financial planning, and investment counsel to individuals, high net worth clients, corporations, and charitable institutions. The firm traces its origins to 1991 (as Stockbridge Associates) and formally registered in February 2020. It is owned by Randall Jensen, CFP, and David Nabity, ChFC, and serves a diverse range of clients through tailored investment and advisory solutions. Employee count appears to be under 10 based on available staff information.
Investment Strategy
Nabity-Jensen emphasizes developing personalized investment models based on client objectives and constraints. The approach includes constructing diversified portfolios primarily of common stocks, government and municipal bonds, mutual funds, and ETFs, held at Schwab Advisor Services. The process is guided by an Investment Policy Statement customized to the client's needs, with ongoing monitoring, management, and quarterly performance reviews. Special investment counsel and financial planning are offered, focusing on long-term goals and continuous adaptation to market conditions and client circumstances.
Top Holdings
Equity Positions (69)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTV | VANGUARD INDEX FDS | 14.15% | $20.4M | 109,480 | $149.81 | $186.49 | +$1.2M |
G GSLC | GOLDMAN SACHS ETF TR | 10.89% | $15.7M | 120,537 | $94.93 | $130.28 | +$785.8K |
V VUG | VANGUARD INDEX FDS | 7.93% | $11.4M | 23,850 | $310.88 | $479.61 | +$794.7K |
Q QQQ | INVESCO QQQ TR | 5.72% | $8.2M | 13,734 | $412.84 | $600.37 | +$611.3K |
V VBR | VANGUARD INDEX FDS | 5.01% | $7.2M | 34,646 | $180.01 | $208.71 | +$371.6K |