Fiduciary investment counsel.
I research and manage investments for my clients, with an emphasis on durable businesses, valuation discipline, and long-term ownership.
You work directly with the person making the investment decisions, not a sales representative or an outsourced model portfolio.
Best fit for investors who want independent portfolio management without bundled services or layers of staff in between. Financial planning only where it is most useful to you.
The Firm at a Glance:
- Managed by Nick Bormann, CFP®, PhD Economics
- Fee-only registered investment adviser based in Washington State; clients in other states served subject to registration requirements
- No minimum asset requirement; tiered asset-based fee
- Concentrated portfolios of typically 8–12 individual stocks, plus low-cost ETFs for diversification
- Co-investment: my own money in the same securities as my clients'
- No third-party model portfolios
- Accounts held in your name at Altruist Financial LLC
- Meetings by video call.