Nauset Wealth Managment
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Solving the Wealth Puzzle for Investment Management Professionals.

Investment management professionals are among our busiest clients and have complex needs. With years of experience, Nauset understands your unique professional demands and concerns in ways most wealth advisors do not.

Nauset Advantage

The Nauset Advantage for IM Professionals

  • Identify, understand, and address your unique issues based on deep investment management industry knowledge and expertise
  • Holistic approach integrating financial planning and investment management to align your finances with your life objectives
  • Custom portfolio strategies built around your exposure to proprietary product and compliance requirements
  • Access to your industry specialist advisor to accommodate your busy schedule
  • Strong reputation for successful wealth/investment advisory services

Your Nauset Industry Advisor

David Bauer

David Bauer David leads Nauset’s asset management client relationships with a deep understanding of the unique issues facing industry professionals. He is well known as a founding partner of Casey Quirk where he spent 17 years as a management consultant. Before joining Nauset, David was a client of the firm for eight years.

Representative Industry Clients

A broad array of Investment Management Professionals entrust their wealth to Nauset, including:

  • Alternatives Distribution Leader
  • Fund of Hedge Funds Executive
  • Distressed Debt Fund Manager
  • Private Equity Partner
  • Defined Contribution Distribution Professional
  • Investment Management Talent Executive

David Bauer Discusses Nauset's IM Professionals Practice

  • Why IM Professionals Choose Nauset

    Nauset has extensive experience handling IM Professionals’ unique wealth issues.

  • Five Challenges IM Professionals Face

    Ignoring the 5 C’s can create unnecessary portfolio risk and excessive taxes.

  • Why I Founded Nauset’s IM Practice

    I experienced Nauset's institutional approach to wealth management.

Nauset Guides You Through the Five "C's"

Nauset has extensive experience helping investment professionals deal with the critical wealth management issues and concerns unique to industry executives.

Customized Strategies
Brokerage, IRA's, 401(k), illiquid assets, firm equity, real estate, bonus and deferred compensation – wherever your assets are, they need to work together to meet your goals. Is your wealth collectively targeted to your objectives and to minimize taxes?
Company Beta Risk
Institutional professionals carry market risk through their compensation and exposure to proprietary strategies of their companies. Are you effectively offsetting these risks in the rest of your portfolio? Do you adjust them when you change positions?
Compliance Requirements
Every firm has its own compliance processes. A lot of industry professionals leave personal portfolio ideas unexecuted and cash unallocated rather than get something through the compliance police. Wouldn't it be great if someone understood this and could take away the hassle?
Career Control
Being an institutional professional has a lot of upsides. Smart people, good compensation, and fun travel (sometimes). You are also running 60+ hours a week and on the road. Do you think about eventually cutting back? The actions you take today may create, or close, your future options.
Collaborative Advice
You come across a lot of interesting investment ideas but you never have time to research them, never mind implement them. You want someone who respects your knowledge, embraces your ideas and can help you put those ideas in context of your overall plan.
5Cs chart

Contact David, Nauset's IM Professional Advisor