Individual investors

Forward-thinking investors have more advanced needs. We provide a diverse selection of strategies and personalized investment advice to meet them.

We spend time getting to know you and learning about your financial situation through gathering data.  Our interview approach is interactive and thorough and does not rely on standard questionnaires or checklists.

 

At NEKO PARTNERS INC, we understand that it takes time to get to know you well enough to determine a financial strategy that will reflect your unique needs and preferences.  NEKO PARTNERS INC's financial planning group uses a unique team-based analytical planning process to develop a highly detailed, strategic and specific plan for each client.  While a financial plan can be useful as a snapshot of where an individual stands in achieving his or her financial goals, its real value lies in conscientious consideration of and action on the recommendations contained in the plan.

 

Institutional investor

NEKO PARTNERS INC’s Alternative Investment Advisory team is dedicated to providing institutional investors with independent, unbiased strategic advice to overcome challenges faced within their alternative investment portfolios.

We advise investors and LPACs on fund restructurings and recapitalizations, portfolio and direct asset sales, fund extensions, manager replacements, and fund wind-downs.

Our clients include institutional investors who rely on our focused and conflict-free advice as they manage their direct and externally managed portfolios.

NEKO PARTNERS INC’s dedicated Institutional Investor Advisory Services team leverages extensive experience and expertise from professionals in the firm’s Restructuring, Investment Banking, Transaction Advisory, and Valuation practices to provide in-depth advice and creative solutions for investors.

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