NYSE ETF Central

Steve Nelson is the Chief Executive Officer of the firm
They discussed the firm’s national reach and global portfolio management
Capital Insight Partner’s service to individuals and to other financial advisors were explored in the interview
CIP was founded in 2008

Steve Nelson, CFA is a co-founder and CEO of Capital Insight Partners. Today the firm provides global multi-asset class portfolio management to individuals and to other financial advisors through separately managed accounts and the ETF ticker PRAY.

Most of the firm’s work is secular and today CIP serves clients in over 30 states. Steve has a long history managing trust accounts and that fiduciary mindset permeates the company. If successful at providing thoughtful stewardship of client assets, CIP provides them with the Freedom To Live An Inspired LifeⓇ.

The interview was conducted in conjunction with Capital Insight Partners and Faith Investor Services ringing the Closing Bell on the NYSE on July 25th, 2022.

Securities are offered through M.S. Howells & Co., a registered broker/dealer and Member of FINRA / SIPC.

Investment advisory services are offered through Capital Insight Partners, LLC an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. M.S. Howells & Co and Capital Insight Partners, LLC are not affiliated.

This site is published for residents of the United States only. Registered Representatives of M.S. Howells & Co. and Capital Insight Partners, LLC may only conduct business with residents of the states and jurisdictions they are properly registered. Not all the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither M.S. Howells & Co. nor Capital Insight Partners, LLC provides legal or tax advice. For additional information, please contact our Compliance department at www.mshowells.com. Check the background of the investment firm on SEC’s ADVISER CHECK.