About NOESIS CAPITAL MANAGEMENT CORP
NOESIS CAPITAL MANAGEMENT CORP (NCM) is a leading financial management firm providing expert guidance and advice to a diverse clientele. With a team of experienced and knowledgeable advisors, NCM works closely with clients to develop personalized financial plans and strategies that align with their goals and objectives.
How Does the Advisor Help Clients – Key Takeaways:
NCM is dedicated to helping clients achieve financial success and security. Some key takeaways include:
- Expert financial guidance and advice
- Personalized financial plans tailored to each client’s goals and objectives
- A diverse range of financial services
- Specialized expertise in various industries and markets
- A transparent and client-focused approach
Facts and Insights
To showcase our commitment to delivering exceptional financial services, here are some key facts and insights about NCM:
Assets Under Management, Number of Advisors, and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 15+ | 10+ years |
Note: Assets Under Management are based on publicly available data as of December 2020.
Financial Services Offered:
NCM offers a comprehensive range of financial services to meet the diverse needs of our clients. Some of the services we offer include:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
- Education Planning
Client Types:
We work with a wide range of clients, including:
- Individuals and families
- High-net-worth individuals
- Business owners and executives
- Non-profits and charitable organizations
Fees & Compensation:
At NCM, transparency is key. We believe in being upfront and honest with our clients about our fees and compensation structure. Our fees are based on a percentage of assets under management, and we do not charge any additional commissions or fees.
Background:
NOESIS CAPITAL MANAGEMENT CORP was founded in 2010 by a team of experienced financial advisors with a shared vision of providing top-notch financial guidance and advice to clients. Since then, we have built a reputation for excellence and have become a trusted partner for our clients’ financial needs.
Financial Advisor Disclosures to Know:
All financial advisors at NCM are registered with the Securities and Exchange Commission (SEC) and are held to high ethical and professional standards. As part of our commitment to transparency, we encourage clients to review any disclosures on our advisors’ CRD reports to make an informed decision about working with us.
Thank you for considering NCM as your financial management partner. Contact us today to learn more about how we can help you achieve your financial goals.