Providing you with the peace of mind to focus on what truly matters.

WHO WE SERVE

Professionals Building Wealth

Professionals in the USA and abroad looking to secure and grow their wealth with a trusted partner.

Entrepreneurs

Building a business is an exciting but uncertain endeavor. We partner with entrepreneurs to create sustainable financial plans that facilitate major growth.

Millenial Families Looking to Start Strong

Young families looking to build a healthy financial plan and portfolio for the future.

US Citizens Living Abroad

Americans living overseas seeking a proactive approach to managing their money, especially given recent tax changes.

OUR PROCESS

Conversation

Before we can talk about partnership, we need to get to know each other. Pick up the phone and give us a call. We want to listen to what you have to say, learn about you, and answer your questions.

Goals

You are unique, and so is your financial life. We sit down with you to get a clear picture of your short and long-term goals and strive to truly understand your situation and perspective.

Customized Approach

Your portfolio will be custom tailored to your goals. We will design your financial plan to fit your individual needs, providing different options and listening to your feedback.

Meet Norman

Norman Chait is the Managing Principal of Nardis Advisors, an independent Registered Investment Advisor based in Scarsdale, NY, focused on building customized investment portfolios for a select group of individuals, families and small businesses.

He has 24 years of experience in all aspects of the traditional and alternative investment universe. He also acts as an expert witness in arbitrations involving money management issues.

Prior to founding Nardis in 2009, Norman was Director of Hedge Fund Manager Origination at Merrill Lynch, servicing both institutional and high net worth clients.
Previously, Norman was CEO of Rutherford Asset Management, where he advised on alternative investments to the interests of Lord Jacob Rothschild and family. Before this, he was Vice President, Hedge Fund Research at AIG Global Investment, where he managed a $2 billion portfolio of external hedge funds.

Norman received an MBA from Columbia University in 1995 (beta gamma sigma), and a Law Degree from Hebrew University of Jerusalem in 1988.

He served in the Judge Advocate General Division of the Israel Defense Force from1988-1993 and is a graduate of the Israel Defense Force Officer’s School.

Norman is a Chartered Financial Analyst and Member of the New York Society of Security Analysts. He is also a licensed Portfolio Manager in Israel under the auspices of the Israel Securities Authority.

Norman divides his time between New York and Zichron Ya’akov, Israel.

Meet Norman

Norman Chait is the Managing Principal of Nardis Advisors, an independent Registered Investment Advisor based in Scarsdale, NY, focused on building customized investment portfolios for a select group of individuals, families and small businesses.

He has 24 years of experience in all aspects of the traditional and alternative investment universe. He also acts as an expert witness in arbitrations involving money management issues.

Prior to founding Nardis in 2009, Norman was Director of Hedge Fund Manager Origination at Merrill Lynch, servicing both institutional and high net worth clients.

Previously, Norman was CEO of Rutherford Asset Management, where he advised on alternative investments to the interests of Lord Jacob Rothschild and family. Before this, he was Vice President, Hedge Fund Research at AIG Global Investment, where he managed a $2 billion portfolio of external hedge funds.

Norman received an MBA from Columbia University in 1995 (beta gamma sigma), and a Law Degree from Hebrew University of Jerusalem in 1988.

He served in the Judge Advocate General Division of the Israel Defense Force from 1988-1993 and is a graduate of the Israel Defense Force Officer’s School.

Norman is a Chartered Financial Analyst and Member of the New York Society of Security Analysts. He is also a licensed Portfolio Manager in Israel under the auspices of the Israel Securities Authority.

Norman divides his time between New York and Zichron Ya’akov, Israel.

OUR VALUES

1.

Trustworthiness

We make decisions purely based on our clients’ best interests, never pursuing ancillary incentives.

2.

Flexibility

We stay on top of changing market conditions, and we are not afraid to change course when a new strategy better serves your goals.

3.

Care

We treat our clients in a highly personalized manner, catering to individual visions, goals, time frames, and sensitivities. We believe that this boutique feel is our competitive edge over other advisory firms, which often ignore individual needs in favor of institutional interests.

4.

Comprehensiveness

Nardis understands that a wide variety of life factors impact your financial strategy. We are therefore willing to extend our well-rooted network of legal, insurance, and accounting professionals to ensure that your financial needs are met.

WRITINGS

How Nardis Advisors Guides Americans Living in the UK to be Tax Wise

US citizens living in the UK for more than seven years are obligated to pay UK taxes on foreign investments. Nardis Advisors specializes in helping Americans expatriates make their portfolios more tax efficient.

How Nardis Advisors Guides Americans Living in the UK to be Tax Wise

US citizens living in the UK for more than seven years are obligated to pay UK taxes on foreign investments. Nardis Advisors specializes in helping Americans expatriates make their portfolios more tax efficient.