Nabity-jensen Investment Management, Inc.

Nabity-Jensen Investment Management, Inc. is a registered investment adviser established in February 2020, with roots tracing back to 1991 through its predecessor firm, Stockbridge Associates. The firm, owned by Randall Jensen, CFP, and David Nabity, ChFC, offers investment management, investment counsel, and financial planning services. They manage assets totaling $237,846,529 on a discretionary basis. Clients can expect tailored investment programs based on their objectives and constraints, implemented through an Investment Policy Statement. The firm primarily follows Modern Portfolio Theory for investment analysis, focusing on diversification to manage risk effectively. Nabity-Jensen charges fees based on a regressive rate schedule, with fees payable quarterly in advance. The firm acts as a fiduciary for retirement plan rollover recommendations, ensuring clients' best interests are prioritized. The minimum client household value accepted is $500,000. The firm does not charge performance-based fees and provides services to individuals, high net worth individuals, corporations, and charitable institutions. Clients have investment discretion, allowing the firm to manage portfolios based on stated objectives and risk tolerance levels. The firm does not vote proxies on behalf of clients and has established custody procedures to safeguard client funds and securities. Clients receive regular portfolio reports and communication, with internal reviews conducted at least quarterly. The firm does not compensate external parties for client referrals and maintains a Code of Ethics to ensure high standards of business conduct.