What We Do
We give you a smarter and quicker way to reach your financial goals.

Using leading edge technology and industry-tested investment rules, Nest Wealth creates a low-cost, customized global portfolio built specifically for your life goals. Once you’re invested, we take care of monitoring and rebalancing your portfolio so you can get on with enjoying your life.

The best investors in the world, including Burt Malkiel, Jack Bogle and David Swensen, are in it for the long term. To increase their chance of success they focus on proper diversification, systematic rebalancing, appropriate risk and reducing fees.

The research is overwhelming that passive investing outperforms those that are trying to beat the stock market. Using this as our foundation, we build your portfolio to ‘Be the market’, not try to ‘Beat the market’.

This means that not only are you getting a better constructed portfolio at a lower cost than a traditional fund, but you are also likely to outperform most mutual funds over the long run as well.

The Probability an All-Actively Managed Fund Portfolio Will Beat an All-Index Fund Portfolio.

5 Years10 Years20 Years+
Three Fund Portfolio17%9%3%
Five Fund Portfolio14%8%2%
Ten Fund Portfolio9%6%1%
Sources: The Power of Passive Investing [Wiley 2010]; The Journal of Investing [Martin 1993] and Allan Roth, Wealth Logic, LLC.

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