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?

  • We are not a Robo Advisor (not algorithmic and machine like)

  • We provide Personalized Engagement

  • Advisor has 25+ years of investing experience in good and 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