Nabity-Jensen Investment Management, Inc.
Overview
Nabity-Jensen Investment Management, Inc. is a registered investment adviser based in Omaha, Nebraska, offering personalized investment management and financial planning services to individuals, businesses, and non-profit institutions. The firm provides tailored investment programs, portfolio management, and special investment counsel, emphasizing a fiduciary duty to act in clients' best interests. With a focus on Modern Portfolio Theory, Nabity-Jensen aims to manage risk effectively through diversification. The firm has been serving clients since 1991, managing assets totaling approximately $237.8 million on a discretionary basis. Their services are fee-based, with a minimum client household value of $500,000, and they do not charge performance-based fees. Nabity-Jensen operates with a commitment to transparency, ensuring clients are informed about fees and services. The firm's leadership includes President Randall L. Jensen, a Certified Financial Planner (CFP), and Director David R. Nabity, a Chartered Financial Consultant (ChFC).
Investment Focus
- Minimum client household value of $500,000
- Fee-based services
- No performance-based fees
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Frequently asked questions about Nabity-Jensen Investment Management, Inc.
What sectors does Nabity-Jensen Investment Management, Inc. invest in?
Nabity-Jensen Investment Management, Inc. invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Omaha, Nebraska, United States. Nabity-Jensen Investment Management, Inc. is listed as a private investment firm in the ConnectSafely investor database.
What stage does Nabity-Jensen Investment Management, Inc. invest at?
Nabity-Jensen Investment Management, Inc. backs companies at Growth, Late Stage and Buyout, writing cheques of 500K - 10M.
Which regions does Nabity-Jensen Investment Management, Inc. invest in?
Nabity-Jensen Investment Management, Inc. invests across United States.
Who are the partners at Nabity-Jensen Investment Management, Inc.?
Team members listed for Nabity-Jensen Investment Management, Inc. include Randy Jensen (President) and Jennifer Jorgenson (President).
How do I contact Nabity-Jensen Investment Management, Inc.?
Nabity-Jensen Investment Management, Inc.'s contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
