NexAdvisors is a privately owned, independent wealth manager located in Dallas, Texas. Comprised of award winning professionals and over 100 years of combined experience in the industry, our history has taught us that there can be better ways to navigate the ever-changing market environments. We employ a combination of traditional investment methods with more forward-thinking approaches to help our client’s meet their goals.
We work with clients directly to help define their vision of financial success. From there, our mission is to deliver tailored solutions to our clients so they can feel confident about their future and safe with their investments - whatever that may look like. At NexAdvisors, we pride ourselves on providing our clients with the best investment vehicles possible.
NexAdvisors is a privately owned, independent wealth manger located in Dallas, Texas. Compromised of award winning professionals and over 100 years of combined experience in the industry, our history has taught us that there are better ways to navigate the ever-changing market environments. We employ a combination of traditional investment methods with more forward-thinking approaches to ensure our client’s goals are met.
We work with clients directly to help define their vision of financial success. From there, our mission is to deliver tailored solutions to our clients so they can feel confident about their future and safe with their investments – whatever that may look like. At NexAdvisors, we pride ourselves on providing our clients with the best investment vehicles possible.
Our goal is to provide our client the very best investment vehicles possible.
To do so, NexAdvisor’s employs a unique investment process which combines traditional methods such as Modern Portfolio Theory with more innovative strategies such as Smart Beta and Factor Investing.
The result is a family of portfolios which we believe offer investors the best chance to successfully navigate a wide variety of market environments.
NexAdvisor’s currently offers a variety of portfolios, which combine what we believe to be the best of both traditional and innovative strategies. Our Conservative, Moderate and Aggressive portfolios start with broadly accepted blends of stocks & bonds. We then incorporate alternatives – and potentially cash and gold – based on our expectations for the market environment going forward. Finally, we ‘tilt’ the holdings within the asset classes as well.
Our Adaptive Asset Allocation model takes a more innovative approach and does not start with a ‘traditional’ stock/bond allocation as popularized by modern portfolio theory. While it starts with a universe of ETFs which represents broad asset classes, it selects and balances the portfolio based on momentum and risk parity. The goal being, to participate in rising markets and to avoid those which are declining. This strategy is thoroughly detailed in our white paper titled: Next Generation Asset Allocation.
ASSETS: $14.2 Billion1
NexBank Capital, Inc. is a Federal Reserve regulated bank holding company of NexBank, a FDIC and Texas Department of Banking regulated bank. NexBank was acquired in 2004 and its charter dates back to 1922. NexBank is the largest privately owned bank in Texas.1
AUM: $16.3 Billion 2
An investment platform that consists of several SEC-registered investment advisors, sponsors, and a FINRA regulated broker-dealer. Combined, NexPoint offers a suite of investment vehicles and products across credit, real estate, structured products, equities, and alternatives to institutional and retail clients.
ASSETS: $603.9 Million
NexAnnuity Retirement Solutions (“NexAnnuity”), through a group of investment and insurance businesses, offers annuities, insurance services, and investment solutions to clients in the US. Annuities are offered through The Ohio State Life Insurance Company, whose primary regulator is the Texas Department of Insurance, and was founded in 1906.
91 Based on total assets for banks headquartered and operating in Texas (Source: S&P Global Market Intelligence). As of 09/30/2024 2 Inclusive of NexPoint
Advisors, L.P. and affiliates, based on fee calculation AUM. Note: Financial information as of 09/30/2024. 3 NexAnnuity Holdings, Inc. as of 09/30/2024.
NexAdvisors
Mike Hurley, CMT serves as Chief Investment Officer for NexAdvisors, LLC. He also serves as Chief Market Strategist for Nexpoint Advisors, L.P., and its affiliates. He joined the firm in 2011 as a sub-advisor to the Highland Trend Following Fund, and prior to that served as a Portfolio Manager with Fusion Asset Management, LLC, where he managed the Fusion Global Long/Short Fund (FGLSX) from its inception in September 2007 to November 2008. That fund posted a positive return in 2008 and won the Lipper Performance Achieve Award in the Long/Short category (ranked #1 of 90). Prior to launching FGLSX he served as Chief Technical Strategist for several boutique research firms, including: M.S. Howells & Co., Sound View Technology Group and E*Offering (The Investment Bank of E*TRADE). From 1986 to 1994 he served as a commissioned officer in the United States Navy, where he flew over 50 combat missions during Operation Desert Storm, earning two Air Medals. Mr. Hurley is a graduate of the University of California, Santa Barbara where he received B.A. degrees in both Business Economics and Chemistry. He is Series 7, 63 & 65 licensed and is a Chartered Market Technician (CMT).
