Investments

our investment approach

Nobska Capital Management tailors portfolios to meet individuals, families, endowments and institutions needs that reflect risk tolerances and address both short-term and long-term objectives.

Our commitment at Nobska Capital Management is to offer clients robust, in-depth assessment of their financial circumstances in order to create a personalized investment solution aligned with their goals.

Goals

We quantify, assess, and establish an investment strategy unique to you.

Portfolio

We customize an investment solution reflecting your goals.

Diversification

We diversify broadly across asset classes and individual securities seeking to enhance returns.

Risk Management

We constantly question factors that may affect your investments in order to enhance the risk-return profile of your investments.

Evaluation

We continuously monitor your portfolio to identify any fundamental issues and seek to optimize your asset structure.

Tax Efficiency

We strive to be as tax efficient as possible in taxable portfolios.

The NCM difference

There are numerous ways Nobska Capital is differentiated but we would highlight:

We build strong, enduring relationships with families across multiple generations. Unsurprisingly, many of our clients have partnered with us for decades.
We are fiduciaries that always act in the best interests of our clients.
We seek superior long term, risk adjusted investment results for our clients.
We offer a broad spectrum of financial services for individuals, families, endowments, and institutions.
We offer the benefit of being part of Ingalls & Snyder, our parent firm, which has been in existence for almost 100 years, helping to ensure stability and providing broad resources that our clients can count on.