Nardis Advisors LLC

Nardis Advisors LLC is an independent registered investment adviser founded in August 2009 and owned by Norman H. Chait, CFA. The firm offers tailored investment advisory services, focusing on discretionary or non-discretionary management of investment portfolios based on client objectives. Nardis specializes in creating personalized investment solutions, considering individual needs, goals, and risk tolerance. The firm may also provide consulting services, charging fees based on hourly rates or fixed fees. Nardis primarily allocates client assets among exchange-traded funds and individual securities. The firm does not sell insurance or annuities and may recommend private placement securities to accredited investors. Nardis advises on equities, fixed income, and alternative investments, with a fundamental analysis approach. The firm charges an annual fee based on a percentage of assets under management, varying with the account size. Nardis reviews client accounts regularly, with most held at Pershing LLC. The firm exercises investment discretion in managing client portfolios, ensuring alignment with stated objectives. Nardis does not charge performance-based fees and does not have the authority to vote client securities. The firm has no financial commitments impairing its ability to meet client obligations. Clients are encouraged to discuss any changes in their financial situation or investment objectives with Nardis.