High Net Worth Portfolio Management

A Distinctive Approach to Investment Management Services

Your financial situation is complex, which is why you want a high-touch team of experts putting your wealth to work for you. Nepsis prioritizes a disciplined, long-term strategy that integrates flexibility, transparency and personalized portfolio management to align with your financial goals. Here’s why we believe we are different:

At the core of our portfolio management strategy is the principle – as our founder Mark Pearson says – of “knowing what you own and why you own it.”
We select 20-40 high-quality, fundamentally strong companies with durable competitive advantages, purchased at reasonable valuations. This contrasts with competitors who may chase short-term gains or over-diversify, owning thousands of securities through ETFs and Mutual Funds, diluting focus.
This isn’t a new approach for us – we have used for more than thirty years

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At Nepsis, our investment philosophy is simple – it’s all about clarity. We believe in being fully clear and transparent so you know exactly what you own and why you own it. This ensures that we are aligned with our clients and they have peace of mind about their investments and strategy.

Chuck Etzweiler | MBA, CIMA®, CFP®, CMT, Chief Research Officer & Senior Vice President

A Personalized Portfolio

Aligned to Your Needs
Unlike one-size-fits-all solutions offered by some of our competitors, Nepsis tailors investments to your family’s needs, ensuring alignment with your broader financial and tax strategies.

A Sell Strategy, Guided by You

Our team’s sell strategy for high-net-worth portfolio management is disciplined. We strategically exit positions to lock in gains or mitigate losses, and our approach is always based on your priorities.

Separately Managed Accounts

Each portfolio is in a separately managed account (SMA) so each client’s funds are independent and not co-mingled with other clients’ money. All portfolio’s are highly personalized and tailored to a client’s unique needs from an investment, financial planning and tax perspective.