Our Services

Consulting Services

Nelson Capital Advisors provides one-time, limited and ongoing investment consulting for community-based financial institutions that are in need of the firm’s expertise beyond investment management and advisory services. 

These include, but are not limited to, areas such as:

  • Investment portfolio and security reviews
  • Due diligence process reviews
  • Investment guidance, training and education
  • Regulatory-related consultations
  • Investment policy review and development
  • Other project-specific or specialty investment consultations

Let Nelson Capital Advisors work with you to tackle your investment-related challenges!

Ready to take the next step?

Schedule a complimentary consulting session to discuss your situation, questions and needs.  No pressure, no obligation. 

Nelson Capital Advisors Logo

499 Broadway #209
Bangor, ME 04401

Phone:  207 420 2442

Chris @ NelsonCapitalAdvisors.com

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ADDITIONAL INFORMATION

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