ππππ π ππ: I help community financial institutions achieve their desired investment, financial performance, and risk management goals by providing investment advisory, management, consulting and training services.
ππππππππ π πππππππ: I partner with community banks and credit unions, providing:
π° Investment portfolio management and advisory services
π¦ Project-based and ongoing consulting for financial institutions
π¨π« Onsite investment training for staffs, managment and boards
π Investment workshops (live and virtual)
π» Online courses
π¨πΌ Personal mentoring and coaching
ππππ πππππ ππ ππππππ: As someone with nearly 30 years of experience in banking and investments, I will bring your community financial institution the experience, perspective and insight that can only be learned "in the trenches." I will tailor my investment advisory and management services based on your specific needs, providing customized strategies and recommendations based on your institution's risk/reward profile.
In addition to investment advisory and management services, I also enjoy drawing upon my 13 years of teaching and executive training to help community bankers master the skills of fixed income investments to help them better manage their institution's investment portfolios. Training can be done onsite, or through workshops or online training. I also work with bank executives directly, providing personal one-on-one mentoring and coaching services.
π£ πππππ ππ ππππ? Reach out to me directly here on LinkedIn, email me at Chris@NelsonCapitalAdvisors, visit online at either NelsonCapitalAdvisors.com or BondInvestmentMentor.com, or call me direct at 207-420-2442.
πππππ ππ
πππππππππ: Investment Advisory | Investment Portfolio Management | Fixed Income Analysis | Financial Institutions | Executive Training | Asset/Liability Management | Executive Coaching
Company Details
- Employees
- 1
- Address
- Bangor, Me, Us
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Investment Advisory, Financial Institutions, Fixed Income Securities, Portfolio Management, Investments, Training & Development, Investment Management, Bonds, Management Consulting, Business Coaching, Government Bonds, Municipal Bonds, Agency MBS, Mortgage-Backed Securities, CMOs, Corporate Bonds, Commercial Mortgage-Backed Securities, Business Consulting.
- HQ
- Bangor, ME
Nelson Capital Advisors Questions
Nelson Capital Advisors's website is https://nelsoncapitaladvisors.com
Nelson Capital Advisors's LinkedIn profile is https://www.linkedin.com/company/nelson-capital-advisors
Nelson Capital Advisors has
1 employees.
View email and phone details for 1
employees at Nelson Capital Advisors.
Nelson Capital Advisors's industry is
Financial Services
Nelson Capital Advisors's top competitors are
Bond Investment Mentor,
Carter Capital Management,
Nelson Capital,
Bridgeforth Capital Llc,
Voyage Capital Management, Llc,
Brooks Capital,
Voyage Capital Partners, Llc,
Carter Capital Group,
Frost Capital,
Roberts Wealth Advisors.
Nelson Capital Advisors's categories are Financial Services
