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Phone number changes

Attention clients: Effective June 14, 2018, we have terminated one of our local office telephone numbers in Texas. After 8 years, (956)233-7414 is no longer a valid phone number for nVest Advisors, LLC. Because of our growth into other parts of Texas, and into Colorado and other states, we added a toll-free number 5 years

Betterment clients: thanks a million!

Just a quick shout-out to our clients who have their accounts managed by us at Betterment Institutional: thanks a million! This week, we crossed the $1,000,000 threshold in client accounts held there. Betterment and nVest Advisors makes a great partnership for our clients. Betterment's active account management, under our guidance and instruction, gives our clients a

Update for clients with accounts at Aspire – you’re 1 in a million!

A quick note to our clients with 401k, 403b, 457, or various IRA accounts at Aspire Retirement Services: First, we will be rebalancing your accounts at Aspire on Friday, December 15, 2017. Rebalancing means we shift your investment asset allocation back to their original intended percentages. We rebalance our client accounts at least once per

2020-01-11T01:59:05-07:00December 14th, 2017|Categories: Client Service, Company News, Mailchimp, Media|Tags: , , , , , , , , , |

Gearing up for 2018 Annual Review Appointments

Our clients have a lot to look forward to in 2018, and we’re getting ready now! If you’re an nVest Advisors client, please keep reading this important blog post. (And if you’re not yet a client, what are you waiting for?) During January and early February every year, nVest Advisors conducts our Annual Client Review

Change in Company Main Office Location

A company update and personal note from our CEO: I've got some exciting news to share with our clients! Effective March 1, 2017, the corporate and administrative headquarters of nVest Advisors, LLC will be relocating from Brownsville, TX to Denver, Colorado. I made this decision not because of business reasons, but because of recent changes

2020-01-11T01:59:58-07:00January 19th, 2017|Categories: Company News, From our CEO|Tags: , , , , , , , |
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