"I offer tailored asset allocation and investment advisory services to individuals, families and university-adjacent collectives."
Nathan Paulson

Nathan Paulson

"I offer tailored asset allocation and investment advisory services to individuals, families and university-adjacent collectives."
About Nathan Paulson

Goals-based wealth planning tailored to your financial scenario.

I help you focus on your long-term financial goals, such as providing for a comfortable retirement, diversifying equity from the sale of your business, and liquidity strategies for concentrated securities positions. My focus is on delivering bespoke strategies that address your important needs.
I also offer advisory guidance on capital planning, asset allocation and investment management services for institutions in the NIL (name, image and likeness) university-adjacent collectives space. I then build investment plans to help the excess capital pools appreciate so as not to be donor-dependent.
Supplementing my background in sophisticated planning and investment strategies, I act as a conduit to J.P. Morgan's vast array of wealth management services and specialists to address your particular needs:
>> Wealth planning
>> Securities lending
>> Capital planning
>> Asset allocation
>> Portfolio management
>> Succession planning

Meet Our Team

Insights

Outlook

Eye on the market: Cicadian rhythms

April 24, 2024The latest Eye on the Market relates the co-emergence of two batches of cicadas to the rare event of markets pricing in a U.S. disinflationary boom earlier this year.Read Now
Investing

Four reasons to consider private credit despite the headlines

April 23, 2024Some investors say direct lending has grown too fast or looks too risky. We think the asset class is still appealing.Read Now
Investing

4 key actions to consider for your portfolio for what’s to come this year

April 22, 2024A falling rate environment may present an opportune moment to consider moving away from cash.Read Now
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