Nimble Investment Advisors LLC

The firm provides discretionary portfolio management through a single proprietary program called Sector Dynamics, implemented exclusively using a family of mutual funds (ProFunds) and as subaccounts of a variable annuity platform (Monument Advisor). It offers investment management for individuals, IRAs, qualified retirement plans, trusts, estates, charitable organizations and business entities, and also presents educational seminars and workshops on investment and planning topics.

Sector Dynamics is an actively managed, sector-rotation strategy that evaluates positions daily and typically concentrates exposure in one or two economic sectors at a time, using technical indicators and occasional fundamental inputs. The program uses both conventional and geared (leveraged) or inverse mutual funds for short-term holdings, executes block trades across client accounts, and emphasizes tactical moves to reduce downside volatility (including retreating to cash or inverse positions when indicated).

Distinctive features disclosed in the brochure include the firm’s principal operating several outside businesses and licenses—including real estate brokerage, insurance producer/consultant activities, and an estate/document preparation business that offers self-directed IRA structures—and the firm’s practice of offering continuing-education seminars. The brochure also discloses past regulatory/administrative events and civil judgments, which the firm identifies and addresses in its disclosures; combining an investment-manager role with active insurance, real estate and educational businesses and serving charitable and pension clients is atypical among peers.