NISONOFF & QUADREL INVESTMENT MANAGEMENT LLC

Overview

Nisonoff & Quadrel Investment Management LLC is a small, independent registered investment adviser that serves individual and family clients and small businesses. The firm combines investment advice and portfolio management with insurance brokerage and accounting services, positioning itself more as a client-centric planner than an institutional allocator. Investment posture is conservative: client assets are concentrated in cash and cash equivalents and mutual funds, and the firm does not identify as an active ESG investor. Fee arrangements include both a percentage of assets under management and fixed-fee engagements, which suits a mix of ongoing advisory relationships and standalone planning work. Service mix and business activities point to a practice oriented around financial planning, tax/accounting considerations and risk-transfer (insurance) solutions alongside portfolio oversight. The firm is classified as a limited liability company and identified as an independent RIA; it does not describe itself as a capital allocator or a multi-state adviser.

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Location & Offices