NS Capital's Research Center

Successful investing depends on access to quality information, particularly when you most need it. NS Capital's Investment Committee has created a research network that stands apart in the investment advisory business. In this section, access our unique research, investing guides and transparency tools.

Sep 21, 2021

Miller Value Partners - Dan Lysik

Jun 21, 2021

Woodlock House - Chris Mayer

Apr 23, 2021

Heller House - Marcelo Lima

Meet The Manager - Video Series

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3 Principles of Success
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Transparency Analysis
See how transparency protects your financial interest

Guides

Your Relationship to Risk
Online behavioral risk profiler

Retirement Income Worksheet
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Aug 17, 2017

Tibble vs. Edison Plaintiffs Win the Latest Decision in District Court

https://www.plansponsor.com/tibble-vs-edison-plaintiffs-win-the-latest-decision-in-district-court/ The latest ruling in Tibble vs. Edison...

Jul 5, 2017

Revenue Sharing Spurring 401k Lawsuits with More to Come

With the focus on 401k and 403b lawsuits, it may be time for employers sponsoring a corporate retirement plan to get out of the line of...

Feb 18, 2017

The Fiduciary Rule Genie is Already Out of the Bottle

Rules and regulations exist to let us know what behaviors we should expect from the people we do business with. Sometimes, good sense or...

Jan 2, 2017

The Champions of the 401(k) Lament the Revolution They Started

Herbert Whitehouse was one of the first in the U.S. to suggest workers use a 401(k). His hope in 1981 was that the retirement-savings...

Oct 5, 2016

Lawsuit Dropped After Contractor Pays 401(k) Plan Contributions

The U.S. Department of Labor (DOL) has filed a proposed order of dismissal of a lawsuit in which it alleged a government contractor...

Oct 5, 2016

Lawsuit a Warning That Small 401(k)s Should Hire Expertise

Participants in the Emerald Coast Eye Institute (ECEI) 401(k) plan have filed a lawsuit alleging that the company and its founder Samuel...

Aug 17, 2016

Fiduciary concern clients' No. 1 reason for hiring 401(k) advisers: study

In a year when the word “fiduciary” has been tossed around like an unmoored ship in a hurricane, it's perhaps not surprising that, for...

Jul 23, 2016

What Retirement Plan Sponsors Need to Know About The New DOL Fiduciary Rule

After years of political battles, the Department of Labor (DOL) recently issued the highly anticipated final fiduciary rule. As expected,...

Jul 5, 2016

Collective investment trusts rise in popularity as attractive alternatives to mutual funds

Collective investment trusts have been capturing lots of attention and assets lately. CITs offer retirement-plan fiduciaries an...

Apr 13, 2016

How the Fiduciary Rule Affects Retirement Plan Sponsors

April 8, the U.S. Department of Labor (DOL) published in the Federal Register its long-awaited—and highly controversial—final rule to...

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NS Capital's Research Center

Meet The Manager - Video Series

Watch

3 Principles of Success
Learn about the profession vs. the business

Transparency Analysis
See how transparency protects your financial interest

Guides

Your Relationship to Risk
Online behavioral risk profiler

Retirement Income Worksheet
Click to download

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866-676-6002

Subscribe for updates:

NS Capital's Research Center

Meet The Manager - Video Series

Watch

3 Principles of Success Learn about the profession vs. the business

Transparency Analysis See how transparency protects your financial interest

Guides

Your Relationship to Risk Online behavioral risk profiler

Retirement Income Worksheet Click to download

3 Principles of Success
Learn about the profession vs. the business

Transparency Analysis
See how transparency protects your financial interest

Your Relationship to Risk
Online behavioral risk profiler

Retirement Income Worksheet
Click to download