Nabity-Jensen Investment Management, Inc.

Nabity-Jensen provides investment management, special investment counsel, and fee-based financial planning to individuals (including high-net-worth clients), as well as corporations and charitable institutions. The firm reports managing about $258 million for 87 client households with a small advisory team and generally applies a $500,000 household minimum while allowing exceptions in certain circumstances.

The firm constructs customized Investment Policy Statements and applies Modern Portfolio Theory to build diversified portfolios that may include domestic and international equities, fixed income, and low-correlation asset classes such as commodities and real estate, and it manages client accounts on a discretionary basis through Schwab Advisor Services. Clients receive quarterly performance and portfolio reporting prepared using Advyzon, and the firm expressly prohibits direct purchases of crypto-assets while allowing access to crypto exposure via ETFs or mutual funds.

Distinctive aspects of the firm include a compact two-advisor structure overseeing relatively large AUM per advisor and the availability of highly customized special investment counsel engagements in addition to standard portfolio management. The firm discloses outside business affiliations of a passive owner—a registered representative and licensed insurance agent—and an agreement under which that owner may receive referral revenue, an arrangement the brochure identifies as a potential conflict the firm manages through disclosure and internal policies.