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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-01-2021
- Office Locations
- 1
Office Locations
About Nexus338
NEXUS338 provides ERISA 3(38) fiduciary investment management for defined-contribution retirement plans, including discretionary selection and monitoring of plan investment options and oversight of managed-account allocation and building blocks at the participant level. The firm also delivers fiduciary and plan-design consulting to sponsors and advises asset managers, insurers, and recordkeepers on product innovation and distribution. Offers an Individualized Glide Path Solution (iGPS) as a low-cost QDIA alternative.
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Custodian
Investment Themes
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Owner & Executives
PHILIP SHIHLING CHAO
Chief Compliance Officer, Chief Investment Officer, Managing Member
- CRD
- #1048866
- Ownership
- 50% but less than 75%
carerra Lei Xuan chao
--
- CRD
- --
- Ownership
- 10% but less than 25%
Timber prime
Atlas pathway delta
- CRD
- #42059
- Ownership
- 32.9%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $92,556,689 | $5,142,038 |
| Non-Discretionary | $315,279,720 | $691,403 |
| Total | $407,836,409 | $860,414 |
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Separately Managed Accounts
Total SMA Asset: $407,836,409
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,159,657,065 | 21.2% |
| Equity - Exchange | $1,613,673,745 | 29.5% |
| U.S. Government/Agency | $497,777,325 | 9.1% |
| Municipal Bonds | $361,025,313 | 6.6% |
| Other | $1,837,947,045 | 33.6% |
| Total | $5,470,080,493 | 100.0% |