- 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.