NWK Group, Inc.
NWK Group, Inc. is an independent investment advisory firm headquartered in San Francisco, California. Founded in 2002, the firm provides investment management, wealth planning, and institutional advisory services to affluent individuals, families, and organizations in the northern California region. NWK Group employs a team of approximately 16 people with over 85 years of combined experience in financial services and serves corporate and nonprofit institutions in addition to private clients.
Investment Strategy
NWK Group employs a disciplined, goals-based approach to investment management and wealth planning. The firm tailors investment strategies for clients based on personalized objectives, incorporating a mix of active and passive asset allocation strategies across risk/return spectrums. NWK Group emphasizes long-term portfolio consistency, risk management, and fiduciary responsibility, regularly monitoring investments against specific benchmarks and peer groups and collaborating closely with both clients and managers to ensure alignment with objectives. Retirement plans often incorporate TDFs (Target Date Funds) as default options to create a robust, outcome-oriented investment menu.
Top Holdings
Equity Positions (66)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 7.42% | $21.1M | 133,644 | $8.01 | $157.99 | +$6.6M |
A AVGO | BROADCOM INC | 7.25% | $20.6M | 74,845 | $86.27 | $275.65 | +$8.0M |
N NFLX | NETFLIX INC | 5.47% | $15.6M | 11,634 | $391.05 | $1339.13 | +$4.6M |
M MSFT | MICROSOFT CORP | 5.22% | $14.9M | 29,893 | $341.47 | $497.41 | +$7.8M |
C COST | COSTCO WHSL CORP NEW | 5.20% | $14.8M | 14,948 | $516.46 | $989.94 | +$517.7K |