Frequently Asked Questions

What is Nurture?

Nurture Investment Strategies is an Investment Advisory firm organized as a LLC and incorporated in the state of California. Company is operational from January, 2022. Chandra Gunda is Nurture’s Principal/Advisor.

Who are Nurture’s Clients & their needs?

Families with growing/diverse considerations. Some examples are

  • Personal Brokerage strategies (growth & income)

  • Retirement account strategies (including Rollovers/Consolidation) & 529 Plans (for Education)

  • Custodial accounts (for Children) and guidance around HSA (Health Savings) plan investments

  • Provide transparency via Risk Assessment and documented Investment Policy Document

  • Appropriate diversification across the Family sub-accounts

  • Help Families with investment guidance and education

What is Nurture’s Service?

Nurture’s primary focus has the following characteristics

  • Service dedicated to Asset & Investment management

  • Fiduciary Responsibility i.e., no insurance/broker/fund or other such conflicts

  • Fee only based Service (% of Assets under Management)

  • Custodial services (Trading/Portal/Security etc.,) provided by Charles Schwab

Why Nurture?

Because we aren’t a big Financial firm (so no conflicts, fine prints, changing interfaces & no higher fees)

  • Not a Robo Advisor (not algorithmic and machine like)

  • Personalized Engagement

  • Advisor has invested (personal assets) for the past 25+ years (good/bad markets)

What are Nurture’s Engagement Steps?

Want to explore more? - Contact us to schedule an exploratory session

  • Ready to become a Client? - Firm Brochure, IA Advisory Document, Custodial setup

  • Establishing the strategy/roadmap - Investment Policy Document

  • Execution - Regular collaboration, Ongoing Reports/Sync-ups, Iterate & Nurture