Nabity-Jensen Investment Management, Inc.
Investment Details
Investor Type
Private Investment Firm
Asset Class Focus
Fixed Income (Debt and Bonds), Equities, Real Estate
Stage Focus
Growth, Late Stage, Buyout
Geographical Focus
United States
Industries Focus
- Financial Services
- Technology
- Healthcare
- Energy
- Consumer Goods
- Industrials
- Real Estate
- Materials
- Telecommunications
- Utilities
- Consumer Services
- Basic Materials
- Consumer Non-Durables
- Financials
- Healthcare Equipment
Investment Size:
500,000 to 10,000,000 USD
Investor Details Founded: 1991
Nabity-Jensen Investment Management, Inc. is a registered investment adviser based in Omaha, Nebraska, offering personalized investment management and financial planning services to individuals, businesses, and non-profit institutions. The firm provides tailored investment programs, portfolio management, and special investment counsel, emphasizing a fiduciary duty to act in clients' best interests. With a focus on Modern Portfolio Theory, Nabity-Jensen aims to manage risk effectively through diversification. The firm has been serving clients since 1991, managing assets totaling approximately $237.8 million on a discretionary basis. Their services are fee-based, with a minimum client household value of $500,000, and they do not charge performance-based fees. Nabity-Jensen operates with a commitment to transparency, ensuring clients are informed about fees and services. The firm's leadership includes President Randall L. Jensen, a Certified Financial Planner (CFP), and Director David R. Nabity, a Chartered Financial Consultant (ChFC).
Requirements
- Minimum client household value of $500,000
- Fee-based services
- No performance-based fees
Contact
[Official Website Hidden]
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[Email Hidden]
[Contact Number Hidden]
Mentioned In
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$14.95
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$19.95
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$24.95
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