NRI is a commitment to excellence in financial planning and wealth management. We combine our personalized approach for a holistic portfolio construction with a team of credentialed, educated, experienced and action-oriented advisors, including CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®), insurance specialists, attorneys and other professionals dedicated to helping you achieve your goals.

Investment Supervisory Services

NRI offers ongoing portfolio management services based on the individual goals, objectives, time horizon, and risk tolerance of each client. NRI creates an Investment Policy Statement for each client, which outlines the client’s current situation (income, tax levels, and risk tolerance levels) and then constructs a plan (the Investment Policy Statement) to aid in the selection of a portfolio that matches each client’s specific situation. Investment Supervisory Services include, but are not limited to, the following: