Nomad Capital Group, LLC

Nomad Capital Group provides portfolio management and comprehensive financial planning to individuals (including high-net-worth individuals), as well as corporations, charitable organizations, and pension or profit-sharing plans, and reports a notable portion of its client base outside the United States. Services cover discretionary and non-discretionary management across mutual funds, equities, fixed income, ETFs (including precious-metal ETFs), hedge funds, private equity, American Depositary Receipts, direct non-U.S. securities and private placements.

The firm documents client goals and risk tolerance in an Investment Policy Statement and offers distinct investment programs, including a long-short focused strategy, a long-short balance strategy, a COT Contrarian long-short program, trend-following, and complementary options strategies (covered calls, protective puts, long call/put positions). Its analytical toolkit includes fundamental, technical, charting and cyclical analysis and modern portfolio theory, and it uses derivatives and options within separately managed accounts for hedging and position-sizing.

Compared with most solo independent advisers, Nomad’s brochure discloses several uncommon features: it accepts performance‑based fee arrangements for qualified clients, uses derivatives and leveraged ETFs in managed strategies, and serves corporate, charitable and pension clients while maintaining a significant non-U.S. client presence. These attributes, together with its mix of mid- and long-term trading programs and explicit disclosure of conflicts arising from fee structures and personal trading, distinguish its practice from many peers.