Helping Financial Advisors Streamline and Grow Their Practices

With our essential systems and back-office support, you'll save time, so you can focus on serving your clients.

Helping Financial Advisors Streamline and Grow Their Practices

We'll work with you to determine and implement the best solutions to help you overcome your specific challenges.

For driven professionals seeking to elevate their advisory or wealth management practice, NASR Investment Consulting offers a powerful partnership. With nearly four and a half decades of experience, we offer a comprehensive suite of customizable services and processes to help you take control of your business, allowing you to do what you do best.

Administration

  • Assist with compliance
  • Business procedures
  • Succession planning
  • Platform selection and management (account aggregation, proposal generation, custodial selection)

Portfolio Construction

  • Selection of vetted portfolio managers, mutual funds, and ETFs
  • Assist in selecting a suitable client questionnaire and proposal generation system unique to your business
  • Selection and implementation of portfolio management system
  • Stable of private placements (alternatives) to enhance portfolio offerings
  • Guidance to design unique endowment-style models

Operations

  • Account processing procedures
  • Billing
  • General operations tasks

Marketing

  • Use of traditional and non-traditional channels
  • Comprehensive communications strategies
  • Client referral programs
  • Educational content development


Vali Nasr in a suit and tie is smiling for the camera.

Meet Vali Nasr

Founder | Systems and Advisor Consultant


Vali Nasr is a veteran of the industry with nearly 45 years of experience in retail broker-dealer and investment management operations and accounting. His extensive background in asset management and advisory business includes building and managing systems and processes, as well as developing asset management products.

  • Read more about Vali's successful background

    Vali was the CFO at PMC (Portfolio Management Consultants, Inc.) which is now Envestnet Asset Management, and CFO at Orbitex Financial Services, Inc. 


    In 2005, while the Managing Director of Brookstreet Capital Management, Vali Nasr created a unique and sought-after integrated portfolio management platform.  His visionary system and excellent service model have resulted in a high degree of loyalty and following from advisors and employees. 


    In 2007, Vali joined National Asset Management (NAM) as a consultant and later became its President and CEO.  There he designed and oversaw the development of its state-of-the-art AdvisorGuide platform and managed all aspects of NAM’s operations.  Over a five-year span, Vali  built NAM from a handful of advisors and less than $100 million in assets, to 135 advisors and assets in excess of $1 billion. 


    In 2013, he embarked on yet another venture to establish a more technology-driven platform with a high level of service for the investment management industry. Now, Vali Nasr uses his unique experience to build a more powerful and complete portfolio management platform using private placements, also known as Alternatives. 


    Following the legendary doctrine of the late Mr. David Swensen, the Chief investment Officer of the Yale endowment fund, Vali is using his expertise to conduct due diligence and select unique private placement programs to feature on his new educational membership platform, Private Placement Central at www.privateplacementcentral.com.


    Vali Nasr holds a BS degree in accounting from Armstrong College, continuing financial planning courses at UC Berkeley, and MBA studies at Golden Gate University. 

Success by the numbers

Years of Experience

44

Advisors Overseen

200+

Assets Managed

$3 Billion+

For detailed information and guidance to help you select alternative investments for your clients' portfolios, visit our partner site - PRIVATE PLACEMENT CENTRAL.

Let's get growing!


Schedule a free consultation today to discover how NASR Investment Consulting can empower you to take control of your entrepreneurial future and build the thriving practice you envision. Just complete the form below, email us, or call us.

Email us


vali@nasr-consulting.com

Or call


307-200-8675

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