Nitrogen's Second Opinion: Professional Portfolio Consultation
Nitrogen Customer Care
Nitrogen technology equips exceptional advisors with the tools to utilize unbiased analytics in conveying their advice to clients. Advisors leverage Nitrogen to provide clients with context about their financial recommendations and to create excellent expectations. We’re agnostic to whether an advisor’s active or passive investment philosophy incorporates insurance or alternative investments. You do you.
It’s common for advisors to ask a Nitrogen team member to share investment opinions. To meet this need, we're thrilled to offer advisors access to top-tier partners who are enthusiastic about aiding advisors in their investment and portfolio analysis through a concierge-style service.
The following partners are equipped with CFAs and a range of resources tailored to assist advisors in their portfolio review and construction process:
Aptus believes that protection on the downside does not necessitate less return on the upside. With a focus on low cost, efficient investment solutions. Aptus’ team of CFA’s work with advisory firms to build customized investment models for their clients.
Advisory services offered through Aptus Capital Advisors, LLC, a Registered Investment Adviser registered with the Securities and Exchange Commission and headquartered in Fairhope, Alabama. Registration does not imply a certain level or skill or training. More information about the advisor, its investment strategies and objectives, is included in the firm’s Form ADV Part 2, which can be obtained here.
Fidelity thinks differently about portfolio design by looking beyond conventional wisdom at every stage of portfolio construction. Fidelity brings portfolio management scale, expertise, and efficiency to your practice to help you seek better outcomes for your clients. By synthesizing the most relevant information quickly, Fidelity’s Portfolio Construction Capabilities, including our Portfolio Quick Check tool and Portfolio Construction Guidance team, can give you a clearer picture of what your clients own and where new opportunities may lie. You can then use this insight to tailor portfolios for specific investing goals—and to showcase your value to clients.
Fidelity portfolio construction guidance offerings are provided by Fidelity Distributors Company LLC (“Fidelity”). Fidelity and Nitrogen are independent companies and not affiliated.
To connect with either of these partners, please email us at firstname.lastname@example.org and we’ll be happy to connect you.