Nwk Group

Marte Werner is a financial advisor at NWK Group in San Francisco, CA, holding a Series 63 designation with 21 years of industry experience. She has been with NWK Group since 2002 and is a 50% owner of the firm. NWK Group serves individual and high-net-worth clients, as well as pension, profit-sharing plans, and non-profit organizations, providing investment supervisory services, institutional consulting, financial planning, and cash-management advice. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis in its portfolio management and emphasizes performance reporting and peer comparisons in client communications.

Nadim Nahas is a financial advisor at Nwk Group in San Francisco, CA, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Nwk Group since 2002 and is a 50% partner in the firm. Nwk Group serves individual and high-net-worth clients, pension and profit-sharing plans, and non-profit organizations by providing investment supervisory services, institutional consulting, financial planning, and cash-management advice. The firm manages approximately $571 million in assets and advises on institutional consulting assets totaling about $3.96 billion, using a combination of fundamental, technical, quantitative, and qualitative analyses within a disciplined portfolio management framework.

Brian Acard is a financial advisor with NWK Group in San Francisco, CA, holding a Series 63 designation and bringing 28 years of industry experience. He has been with NWK Group since 2014, working within a four-advisor team. NWK Group serves individual and high-net-worth clients, as well as pension, profit-sharing plans, and non-profit organizations, providing investment supervisory services, institutional consulting, financial planning, and cash-management advice. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis in its portfolio management and emphasizes detailed performance reporting and peer comparisons in client communications.

Cherif Nahas is a financial advisor with NWK Group, holding a Series 65 designation and two years of industry experience. Prior to joining NWK Group, he served with Palm Beach County Fire Rescue for 28 years. NWK Group serves individual and high-net-worth clients, as well as pension, profit-sharing plans, and non-profit organizations, offering investment supervisory services, institutional consulting, financial planning, and cash-management advice. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis in both discretionary and non-discretionary portfolio management, with regular account monitoring and detailed performance reporting.