Investment advice centered around the clients needs
We espouse long term client relationships based on individual investment counseling, high quality client service, and above average investment performance. We serve private clientele: individuals and families, trusts and estates, not-for-profit organizations, and private company pensions and profit sharing plans. Our account minimum is $500,000.
We manage portfolios utilizing a well-defined, disciplined approach to asset allocation based on independent investment insight and incorporating a solid knowledge of specific client priorities. We maintain the highest ethical standards in our interaction with each client, and we practice personal and intellectual integrity.
NBW Capital is a registered investment advisor.
We commenced business in 1991 and are located in Boston, Massachusetts.