announcement | nVest Advisors

Office Events & Activities – Q2 2019

Just a quick note for our clients and partners of our holiday hours and office events during the second quarter of 2019: Monday, April 2, the new nVest Academy website will launch with our new nVestor LifeCycle® Planning service. All eligible clients will receive an email in early April inviting you to begin your financial planning

Aspire Update – December 3

This month, our clients with Aspire 457, 403(b), SIMPLE IRA, SEP IRA, 401(k), and IRA accounts have a lot of exciting changes to learn about! In addition to the major recordkeeping and client website improvements that went online on December 3rd, here's what we're doing for you by the end of the year: We're making

December 3rd, 2018|Categories: Client Service, Company News, Mailchimp, Media|Tags: , , , , , , , , , |

Holiday Hours & Deadlines – 2018

The Holiday Season is almost here! Please take note below of several market/office closures and administrative deadlines coming up in the next six weeks: Sunday, November 18:  All 403(b) and all other ASPIRE-held accounts will be inaccessible online for two weeks as the custodian ASPIRE begins a weeklong major platform upgrade. Accounts at all other custodians

Changes to client communiation in 2019

One of the challenges we are always facing at nVest is how to communicate with our clients in ways that are frequent and meaningful without becoming too frequent and a professional version of "TMI". After all, we know that you all have busy lives, and that's one of the fundamental reasons you've hired us to

November 9th, 2018|Categories: Company News, Early nVestors, Emerging nVestors, Established nVestors, Mailchimp, Media|Tags: , , |

Transitioning to TD Ameritrade

Since our inception in 2015, we've used a variety of custodians for client account management needs, but part of our ongoing commitment to our clients is to periodically review the custodians we use, and make changes if we feel we find a better fit for our clients' needs. We were very pleased to announce the addition

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