No two clients are alike and you have need for a variety of portfolio types. We customize portfolios in multiple dimensions including risk level, active/passive instrumentation, ESG orientation, and more.

Our portfolios are all global in scope and multi-asset in character, going well beyond the normal US-centric equity and bond blends. We emphasize capital preservation and absolute over index-relative performance. Our goal is more resilient and robust portfolios.

Markets are not efficient, and the notion of an entirely ‘passive’ portfolio is a mirage. We employ a fundamental, value-oriented tactical asset allocation overlay which aims to exploit short and medium-term opportunities while mitigating the depth of drawdowns.

Good portfolios shouldn’t cost an arm and a leg. Unlike a sub-advisor, our services do not add to your client portfolio running costs. Moreover, we incorporate consideration of expense ratios into every underlying fund selection decision, utilizing low-cost index funds whenever appropriate.

NextStep acts as a true fiduciary. We don’t sell or promote products. Instead, we select from among the best investment options available to you on your existing platform. Our portfolios are always accompanied by honest benchmarking, detailed attribution and qualitative commentary, allowing your firm to truly ‘own’ the investment process.