NANCY K WEEKS ASSOCIATES, LLC

Overview

Nancy K Weeks Associates, LLC is a small, advisor-led limited liability company that positions itself more as a capital allocator and financial planning practice than as a traditional discretionary asset manager. The firm’s advisory activity centers on financial planning and the selection of other advisers, which suggests its primary role is client-facing planning and manager selection rather than custodial, in-house portfolio management. The firm identifies as an active ESG investor, indicating that environmental, social and governance factors are integrated into its investment selection and manager due diligence. Fee arrangements emphasize project- and advice-based pricing (hourly, fixed fees and other non-assets-under-management structures), consistent with a consulting-style practice.

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