Why Caleb Nolan and Partners? Because you can’t be too rich, or too smart.
Some wealth management firms go back 150 years. We go 150 years forward.
Our clients experience something rare and wonderful. It’s a direct result of our forward-thinking business model.
We built our firm to be very different from most others. Instead of worried, you feel...
• Loved - At Caleb Nolan and Partners, we’ve institutionalized caring. You’re surrounded by talented, loyal, passionate team members. That includes the owners of the firm.
• Powerful - Your financial plan is as meticulous as they come. Every decision moves you closer to realizing your grand vision.
• Richer - It’s nice to have a wealth management firm with accounting roots. A tax-conscious strategy is a beautiful thing.
In the end, a firm boils down to the people. So this is a good place to spend some time.
Our people are the best in the business at what they do. And they love doing it in our friendly yet intellectually charged environment. As if they need more incentive, a large percentage of our team members have an ownership stake in the business.
So, not only are our people very talented and happy in their work — they’ll be with you and your family for a long time. This is an essential element of our innovative business model, designed to deliver the deepest, most consistent wealth management experience you can find.
Why where are unusual Built for excellence. Built for the long haul.
Without a keen sensor, you might reach the conclusion that all wealth management firms are sort of similar. That would be a mistake.
We have invested a vast amount of thought and energy into structuring our firm to be unique – and better.
Caleb Nolan and Partners is built to:
• Attract the most talented people in the industry
• Make them owners, so they stay with you forever
• Turn their intellectual ferocity, loyalty and passion into a phenomenal experience for you
• Do everything we can to eliminate conflicts of interest
• Maximize transparency, intimacy and continuity
There’s a lot more to say about this unconventional vision. Some of it we’ll address on this site. But most of it is stuff we should talk about in person, if the basic idea of what we’re doing sounds like what you’re looking for.
What exactly do we do?
Our services are organized into three boxes. You won’t fit neatly into any of them.
Come to Caleb Nolan and Partners if you want true customization and personalization, drawing on an immense range of services. The specific blend is dictated 100-percent by you.
Every client gets institutional-grade investment management, masterminded by our deep in-house research team. From there, we add some of the most meticulous and invigorating financial planning you can find, performed by your own dedicated team of caring specialists. There’s much more, if and when you need it: tax management, estate planning and philanthropy. The list goes on and on.
Our services fall into three broad categories:
• Investing & Wealth Planning
• Family Office
It is likely you will use something from each of these. The situation is fluid. What we do for you evolves as you and your life evolve. But the underlying structure and support you receive remain constant. That’s real wealth management.
Investing Your very own team of heavy hitters.
All of our clients are focused on investment strategy and performance. We give them the full brunt of our innovative, world-class investment operation. As with the rest of our business, we’re taking investing to the next level for our clients, too. Here’s what you can expect.
Incisive in-house research
Our in-house research and strategy operation features a prodigious roster of investment talent. These folks work tirelessly to create tailored strategies for you. They’re seasoned veterans with vision and intellectual horsepower — and they’re not afraid to recommend an unconventional approach when it’s to your advantage. Every two years, our team looks out 20 years to identify trends and opportunities which they then integrate into your portfolio. We are ever vigilant on your behalf.
Our research and strategy team features something else rare and valuable — our very own in-house risk management specialist. Risk is a fact of life. Our risk manager acts as a kind of shock absorber, developing solutions fine-tuned to your precise risk tolerance and needs.
Investment strategy is a lot more than picking stocks or gaining access to the latest red-hot IPO. Long-term capital preservation and growth requires strategy, diversification and discipline. To inform our work, we answer all your questions, plus a few you may not have considered. Things like:
• What should I invest in?
• What should I invest in besides stocks and bonds?
• How should I think about my house? Is that my real estate allocation?
• How should I think about risk?
• What the heck are alternative investments? Are they right for me?
• Why should I care about emerging markets?
Access to a world of opportunities
Having the resources of Caleb Nolan and Partners behind it can be a great asset. Especially when it comes to alternative investments for which access is limited or expensive. Our ground-breaking approach pools our clients’ capital to open up investments rarely available to qualified investors — and make them affordable. These include funds that invest in mid-market services businesses, focus on energy initiatives and target food production in emerging markets and many more typically restricted by minimum investment requirements or heavy fees.
Total commitment to innovation
Unlike the big banks, we are obsessed with doing everything we can to eliminate any conflicts of interest. We select investments on your behalf from the entire universe of vehicles. Sometimes we envision a great vehicle that doesn’t exist yet. So we create it. That’s the impulse behind our innovative family of Caleb Nolan and Partners funds. We don’t profit from them to preserve our precious objectivity.
Our investment operation puts a staggering amount of resources and intelligence at your disposal. The same people you work with are featured regularly in the world’s most authoritative financial media. You’re in very good hands.
Investing & Wealth Planning
Where exactly do you want to go?
For most people, wealth in itself is not the destination. It’s just the vehicle. So where exactly do you want to go?
When we ask that simple question, it kicks off an invigorating process of digging and dreaming and definition. With our expert guidance, the result becomes a custom strategic plan that creates the context for your long-term financial strategy. It provides the structure for every financial decision you make.
Your plan reflects the combined professional expertise of our wealth managers, accountants, tax planners, and estate attorneys. It’s rich and rigorous. And when it’s in place, with us guiding you through every step of its implementation, you’re going to feel an incredible pressure release. Food will taste better, the sky will look bluer.
Family Office Welcome a team of expert implementers into the family.
For our family office clients, we perform bona fide magic. We become your chief financial optimizers, plugging you into the world of access and ease your wealth opens up. Suddenly, tasks that seemed complex or overwhelming become simple and streamlined.