Greenville Financial Advisor
M-F: 8:30 AM TO 5:30 PM (EST)
Weekends: By Appointment
NS Capital's Greenville Area Advisor
The New Standard in Portfolio Management & Financial Advice
NS Capital is an employee-owned Registered Investment Advisory Firm (RIA) that offers financial advice and portfolio management services to individuals, small businesses and endowments in the Stamford area.
NS Capital was formed to address specific
problems that are endemic in financial services:
- Lack of independent and objective financial advice
- Conflicts of Interest and the lack of transparency
- Biased portfolio construction
In the Greenville area, we help investors with the unique
challenge of achieving transparency to protect
their financial interests. As a fee-only RIA,
we provide conflict free financial advice.
Greenville's Premier Financial Advisory Firm
Lead by Louis Cameron Day, IAR, Senior Managing Director
Mr. Louis Cameron Day is NS Capital’s Founding Member and has been a Registered Investment Advisor Representative for the firm since its inception. As Senior Managing Director, and in addition to his investment and portfolio management services for clients, Lou oversees all divisions of the firm, while focusing mainly on Marketing and Growth.
Lou is a proven financial services executive and entrepreneur. His prior experiences include the creation and development of a highly successful asset management technology platform, long running president of a premier marketing firm catering to the financial services industry, and leading the marketing and development of financial products that ultimately raised over $200 billion in assets under management.
Lou is a graduate of Lafayette College, where he earned a BA in Economics. After graduation, he served in the US Army and achieved the rank of Captain before entering the business world.
There are many facets to achieving long term financial wellness: portfolio management; financial planning; tax planning; and estate planning. All are important components but not equal in their impact on financial wellness. NS Capital believes that high-quality portfolio management–how your assets are managed and what you pay–is the critical component for long-term financial wellness. It is the foundation upon which all other facets are based.
After we complete our advisory phase–which determines the wants and needs of each client–NS Capital focuses on portfolio construction and asset management exclusively. We are not a generalist firm because we know that high-quality portfolio management requires constant attention, which cannot be said of the other facets. This in no way negates the value of the other facets; but our approach is to partner with subject matter experts who also are focused solely on their specific discipline as we are on ours.
Planning decisions are event driven and require periodic attention.
When it comes to asset and portfolio management,
nothing is static–there are no one-time decisions.
Four Principles for Investment Success
1. Recognize the Two Types of Asset Management
2. Identify the Two Types of Advice
REGISTERED INVESTMENT ADVISOR (RIA)
REGISTERED REPRESENTATIVE (RR)
3. Understand the Two Factors That Impact Performance
4. Demand Full Transparency
WHAT ARE ALL THE FEES AND COSTS?
WHAT ARE THE CONFLICTS OF INTERESTS?
IS THERE CURRENT AND PAST LITIGATION?
IS THERE AN ALIGNMENT OF INTEREST?