Nordwand Advisors

Nordwand Advisors, LLC is a registered investment adviser established in Delaware in July 2022 and registered with the U.S. Securities and Exchange Commission in September 2022. The firm offers discretionary and non-discretionary investment advisory services on a fee basis, including financial planning and consulting services upon client request. Investment strategies primarily focus on individual equity, debt securities, mutual funds, ETFs, and alternative investments aligned with client objectives. Clients have the option to engage in non-discretionary services, where transactions require client consent. Nordwand Advisors may recommend allocating assets to independent managers and has a relationship with Dynasty Financial Partners, providing operational support and access to investment programs. The firm's annual advisory fee ranges up to 1.50% of assets under management, with additional fees for Dynasty's services and independent managers. Nordwand Advisors does not participate in performance-based fees, and clients include individuals, business entities, trusts, estates, and pension plans. The firm emphasizes fundamental and technical analysis, with investment strategies tailored to client objectives. Nordwand Advisors maintains a Code of Ethics, conducts ongoing account reviews, and does not vote client proxies. Clients receive regular account statements and reports, and the firm's Chief Compliance Officer is available for inquiries.