NDVR, Inc.
NDVR, Inc. is a registered investment adviser based in Boston, Massachusetts, specializing in custom wealth management and portfolio optimization, with a focus on delivering financial independence and enhanced growth for its clients. Founded in 2018, NDVR utilizes rigorous quantitative research and proprietary algorithms to construct personalized portfolios along the efficient frontier, tailored to the client's selected risk and return requirements. The firm serves primarily high net worth individuals and households, managing assets on a discretionary basis and employing a data-driven approach to investment selection, risk mitigation, and tax efficiency. As of 2025, the firm comprises approximately 14 employees.
Investment Strategy
NDVR utilizes proprietary quantitative research and algorithms to construct efficient, custom portfolios for each client based on their specific risk tolerances, financial goals, and investment instructions. The firm applies portfolio optimization techniques to maximize return for targeted risk levels, investing in a mix of asset classes including individual equities, ETFs, and other collective investment funds. NDVR evaluates each asset for expected risk, return, tax impact, liquidity, and cost. Client portfolios are managed dynamically, striving for efficient exposure while incorporating individual client preferences, risk management, and cost minimization. The firm emphasizes rigorous portfolio construction and maintains a high standard of research-driven decision making.
Top Holdings
Equity Positions (114)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VEA | VANGUARD TAX-MANAGED FDS | 23.18% | $27.8M | 464,063 | $48.67 | $59.92 | +$2.1M |
H HUBS | HUBSPOT INC | 10.16% | $12.2M | 26,049 | $580.54 | $467.80 | -$4.8M |
V VWO | VANGUARD INTL EQUITY INDEX F | 8.18% | $9.8M | 181,077 | $41.99 | $54.18 | +$1.0M |
S SGOV | ISHARES TR | 4.97% | $6.0M | 59,217 | $100.70 | $100.70 | +$5.6M |
A AMZN | AMAZON COM INC | 4.67% | $5.6M | 25,495 | $158.11 | $219.57 | +$249.4K |