“Wea re committed to one goal: client success. We listen to your investment goals and help you achieve them.”
—Doug Heske, Executive VP / Partner

Our Mission

Our mission is to optimize our clients’ financial success by being client-centric and partnership-focused.


Our Core Values

Our Core values

Integrity: NCPI adheres to a code of steadfast morals and ethical soundness.

Partnership: The relationship with our clients, our employees, and our community is one that resembles a partnership involving close cooperation between us.

Insight: We are tenaciously engaged in encouraging professionals to discern the true nature of all situations, and we challenge our employees every day to use sound judgment in making thoughtful, intelligent decisions.

People: Our people are more than our intellectual capital, they represent our brand, and are a group of professional experts who share a common interest: working collaboratively to achieve client success.

Strategic Alliances

Nollenberger Capital Partners has created a set of core strategic
affiliations designed to strengthen
the overall service offering to our
clients. We are proud to have these companies working with us to help
serve our valued clients:

Silicon Valley Bank
Envestnet Asset Management


Clearing Agent

Bear Stearns Securities Corp.