We’d love to learn more about your investing goals and answer any questions that you have about working with Nia. Our team is happy to help you decide which portfolio(s) are a good fit for you.
We’ll start with having you sign Nia’s Investment Management Agreement (IMA) & Client Profile.
We’ll walk you through the next steps of opening and funding a new account at the custodian of your choosing. Once this is complete, we invest your account.
We email quarterly updates with portfolio performance data, a factsheet and impact reporting. You can contact our team at any time with questions about your account.