Our investment plans are highly personalized.  Here is the structure of the NBZ investment process:

1. Through our investment objectives and risk tolerance questionnaire, meetings and educational materials, we learn your goals, financial picture and risk tolerance.

2. NBZ then analyzes the information you provided to recommend an asset allocation.

3. NBZ invests your assets in the agreed-upon investments over a period of months.

4. NBZ monitors the performance of your investments on an ongoing basis, along with changing economic and market conditions. Adjustments are made to your portfolio, as necessary.

5. Your investment results are reported to you on a periodic basis. We meet with you to discuss your investment performance and any required changes.

Contact us to get started.