For high-net worth individuals, families, closely held businesses and institutions seeking a long-term financial partner, NCPI is an independent investment advisory firm where you can experience a working “partnership”.

“Our clients are the reason we exist.”

A RELATIONSHIP THAT SUITS YOU

The NCPI Partnership Process is designed around a deep understanding of your financial concerns, goals and the unique relationship you share with your Financial Advisor. Each of our Financial Advisors has their own investment styles and specialties, but all have the common goal of exceeding your expectations, meeting your personal and financial needs and earning your continued trust. Click here for an overview of the NCPI Partnership Process.

INVESTMENT ADVISORY SERVICES

Custom Portfolio Management: Our team offers fee-based pricing on discretionary or nondiscretionary portfolios designed specifically for your risk tolerance, experience, objectives and resources.

Structured Model Portfolios: NCIA, an affiliate of NCPI, focuses on structured model portfolios managed solely on a discretionary account basis. These include our Core Equity Model Portfolio, All-Cap Equity Income Strategy and Energy Equity Model Portfolio.

Separately Managed Accounts: The SMA program affords investors ready access to a broad list of non-affiliated investment managers typically available only to institutional accounts.

FINANCIAL PLANNING SERVICES

Our Certified Financial Planner (CFP®) professionals work alongside your Financial Advisor and other trusted advisors to provide guidance through the development of a comprehensive financial plan. Based on your life goals, time horizon, risk tolerance and other personal factors, this long-term plan serves as a roadmap for disciplined, investment decision-making.

TRADITIONAL BROKERAGE SERVICES

We offer investment advice, market experience and trade execution expertise. Pricing is per transaction rather than fee-based.

WHY NCPI?