Nvest Financial, LLC
Nvest Financial, LLC is a Registered Investment Advisor based in Portsmouth, New Hampshire, serving clients throughout the United States. Founded by CEO Nichole D. Raftopoulos, the firm offers financial planning, wealth management, corporate retirement plans, and business consulting services. Nvest emphasizes a client-centered approach, diversity, and community service. The team consists of approximately 12 to 15 employees, including financial consultants, research analysts, and client administrators, all committed to building long-term client relationships and providing holistic wealth management solutions. Their clients include individuals, high net worth individuals, and charitable organizations.
Investment Strategy
Nvest Financial, LLC employs a holistic, client-focused investment strategy tailored to each client's unique financial goals and needs. The firm leverages a team of credentialed professionals to provide independent advice, emphasizing clarity, accessibility, consistency, and fiduciary responsibility. It focuses on comprehensive wealth management and financial planning, utilizing a diversified approach that simplifies complex investment concepts and prioritizes long-term financial confidence and security. The firm serves a diverse client base, including individuals, families, and charitable organizations.
Top Holdings
Equity Positions (106)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IWF | ISHARES TR | 8.89% | $17.1M | 40,215 | $279.57 | $424.58 | +$2.5M |
S SPY | SPDR S&P 500 ETF TR | 4.76% | $9.1M | 14,796 | $462.25 | $617.85 | +$1.3M |
I IVE | ISHARES TR | 4.56% | $8.7M | 44,762 | $160.49 | $195.42 | +$1.1M |
A AAPL | APPLE INC | 4.09% | $7.8M | 38,250 | $178.70 | $205.17 | +$121.0K |
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 3.18% | $6.1M | 12,550 | $350.85 | $485.77 | -$637.0K |