Disclosures

Firm at a glance

Investment adviser

Nestimate Investment Management, LLC is a registered investment adviser offering independent 3(38) investment fiduciary services to retirement plans. Registration does not imply a certain level of skill or training.

Form ADV

Our Form ADV describes our services, fees and conflicts of interest. Download it from Firm at a glance above, or look it up on the SEC’s Investment Adviser Public Disclosure site.

Hypothetical results

The projections or other information generated by Nestimate’s investment analysis tools regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results.

Past performance

Past performance is no guarantee of future results. All investments carry risk, including loss of principal. Any backtested performance is hypothetical and provided for illustration only.

Third-party data

Product information is provided by the respective insurance providers or asset managers. General information is aggregated by Nestimate from publicly available sources and is not warranted to be complete or accurate.

No offer or recommendation

The inclusion or omission of any fund, annuity, manager or provider does not constitute a recommendation, solicitation, endorsement or disapproval by Nestimate. Nothing on this site is an offer to buy or sell a security.

Professional use only

Nestimate reports are for financial professional and institutional use only. They are not for public distribution or for use by retail investors.

Contact us

Questions? Email info@mynestimate.com or call 402-540-1232.