Nfi Advisors, Inc

NFI Advisors, Inc. is a Registered Investment Adviser based in Novi, Michigan, established in 2004. The firm offers portfolio management services with a focus on discretionary investment strategies tailored to meet clients' needs and objectives. Clients grant the firm discretionary authority to manage their accounts, allowing for customized or model portfolio investments. The advisory fee for portfolio management services is 1% of the market value of assets, billed monthly. Additionally, the firm manages private investment funds, such as NFI Capital Partners, L.P., and NFI Income Strategies Fund, L.P., with management fees and performance-based fees. NFI Advisors primarily advises on U.S. Treasury bonds and options, with a risk management approach that includes laddering bonds over a 10-year period. The firm requires a minimum investment of $250,000 for clients and may accept lesser amounts at its discretion. Clients' assets are held by a qualified custodian, and the firm exercises limited custody over funds. The firm's principal owner is Mr. Thomas Norris, who has a background in accountancy and has been providing investment advisory services since 2004. NFI Advisors operates as an S-Corporation under Michigan law and is a fiduciary acting in the best interests of its clients.