Nate uses his expert knowledge of both taxes and investments to provide strategies to provide for income in retirement that were tax efficient now as well as logical in the long run as many of my assets will be left to the next generation. Although I have a background as well in this field, his strong tax expertise helped my husband and I balance out our current income goals with our future transfer of assets to our children.

Nate was a great in helping me with my questions and ideas in the strategy’s I was investing in. Im more confident and clear in the direction I’m investing. If you’re looking for a advisor that’s open to more strategy’s than buy and hold and using tactical strategies give Nate a call.

Nate is a great communicator and always follows through on his promises. I take great comfort knowing that I have him watching out for me and is always willing to talk when I have a question.

I have followed the arc of of Nate’s professional career over the past 10 years, from the period when he was preparing my family’s trust tax returns as an employee of a CPA firm, through his period managing high net worth portfolios for an investment bank in Madison, Wisconsin, and then establishing his own firm. Throughout that period he has exhibited a clarity, maturity, and poise that I would have expected only from someone with a much longer professional history. He first advised me on my own management of family and personal trust assets, as I transitioned from my own more erratic and emotional approach towards using the quantitative tactical asset analysis techniques he employs. Several years ago I completely transferred management of my assets and estate arrangements to him. Other members of my family have made similar decisions, so that he now has a balanced overview of the interests of everyone. It has been a pleasure to work with him, and I recommend his services without any reservations.

I found Nate Byers to be very personable, attentive and easy to work with. The fund has had excellent results in these chaotic times.