As an independent firm, we enjoy the freedom to work with best-in-class resource partners and industry experts that benefits our clients with advanced technological and operational support. These firms help Nilsine Partners deliver an advantageous client experience.

Black Diamond

Black Diamond® Wealth Platform delivers an award-winning, cloud-based portfolio management platform that allows us to assure our clients secure “anytime, anywhere” online access to their total wealth picture. So that we can focus on what we do best — helping clients pursue investment objectives with outstanding service and total transparency — we use Black Diamond’s innovative aggregation, customizable reporting and rebalancing services combined with fully outsourced daily reconciliation and data management technology. Ours is one of the 650+ advisory firms that have selected Black Diamond to help manage more than $300 billion in assets. Black Diamond is an independent business group of Advent Software, a leading technology provider to investment managers around the world.

Charles Schwab

Nilsine Partners has selected Charles Schwab & Co., Inc. as primary custodian for our clients’ accounts. Charles Schwab & Co, Inc. (“Schwab”) has more than 30 years of experience serving independent advisors. Schwab was a pioneer in recognizing and serving the needs of independent, fee-based investment advisors and their clients. Since 1987, Schwab has provided independent advisors with the platform, products, programs and resources they need to serve their clients and grow their businesses efficiently and effectively.

These materials have been independently produced by Nilsine Partners. Nilsine Partners is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Nilsine Partners provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.