Company Overview of Nelson Capital Management, LLC

Company Overview

Nelson Capital Management is a privately owned investment manager. The firm primarily provides its services to individuals and families. It also caters to banking or thrift institutions, high net worth individuals, pension and profit sharing plans, employee benefit plans, endowments, foundations, corporations, religious groups, insurance trusts, associations, investment companies, and charitable organizations. The firm manages client-focused balanced portfolios. The firm also manages equity mutual funds for its clients. It invests in the public equity, fixed income, and alternative investments markets of the United States. The firm invests in GARP stocks of large-cap companies. It employs a ...

Nelson Capital Management is a privately owned investment manager. The firm primarily provides its services to individuals and families. It also caters to banking or thrift institutions, high net worth individuals, pension and profit sharing plans, employee benefit plans, endowments, foundations, corporations, religious groups, insurance trusts, associations, investment companies, and charitable organizations. The firm manages client-focused balanced portfolios. The firm also manages equity mutual funds for its clients. It invests in the public equity, fixed income, and alternative investments markets of the United States. The firm invests in GARP stocks of large-cap companies. It employs a combination of quantitative techniques and fundamental analysis to create its portfolios. The firm typically invests in socially responsible companies. It was founded in 1974 and is based in Palo Alto, California with additional offices in Corte Madera, California, Saint Paul, Minnesota, and Boise, Idaho. Nelson Capital Management, LLC operates as a subsidiary of Wells Fargo Investment Group, Inc.

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