NEXUS338

Overview

Nexus338 is a small, corporation-structured registered investment adviser that focuses on portfolio management for individuals and small businesses while also serving institutional clients. The firm is owner-operated and has been SEC-registered since 2021. Its business model blends fee-for-service arrangements, including percentage-of-AUM, hourly charges and fixed fees, and it does not present itself as a capital allocator. Nexus338 reports a clear preference for public mutual funds as the core building block of client portfolios, and it supplements those with third-party alternative managers when appropriate. The firm is not an active ESG investor and manages a larger share of assets on a non-discretionary basis.

Assets & Accounts

Investments & Alternatives

Location & Offices