THE NESTEGG GROUP, INC.

Overview

The Nestegg Group, Inc. is an individual-owned advisory firm focused on portfolio management for individuals and small businesses. Since its SEC registration in 2006 the firm has built a concentrated, equity-first approach: equities and exchange-traded products make up the largest share of client portfolios and the firm charges fees based on a percentage of assets under management. The Nestegg Group serves a private client base rather than institutional sponsors, and it describes itself as not pursuing ESG as an active investing strategy. The firm received recognition as a Top RIA Firms to Watch by investor.com in 2020, which highlights a period of growth and market visibility. Its operating profile is that of a single-state, discretionary manager with a repeated emphasis on managed equity exposure and fee-for-service wealth management.

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Location & Offices