Invest in Your Freedom

Our goal is to empower you.

HOW WE’RE DIFFERENT

As an independent firm with concierge-level service, we pledge to go the extra mile to seek your financial security. Our strategic support gives you the freedom to focus on the things in life that truly matter.

1

Our clients speak directly to us rather than to liaisons or trained middle-men.

2

We are paid only by our clients, not by third parties.

3

We take the time to explain every aspect of your portfolio and strategy in detail.

4

We have the freedom to invest on your behalf how we see fit, unlimited by institutional constraints.

5

We offer global service and pay regular visits to our clients in the NYC area, the rest of the USA, and abroad.

Who do we serve?

Trust is the basis of all of our relationships. We partner with investors who expect a high level of responsiveness, communication, and accountability, and who are willing to develop long-term relationships with our firm.

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

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

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Millennial Families Looking to Start Strong

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

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US Citizens Living Abroad

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

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 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 Gail

Gail Wiesenfeld joined Nardis Advisors in January 2013. Previously, she was a Vice President in Equity Research for 15 years at sell-side firms including Merrill Lynch, Bear Stearns and CJ Lawrence. This encompassed extensive financial analysis of public companies, making stock recommendations, and marketing to both institutional and retail investors. She subsequently took a hiatus to raise children, during which time she ran a women’s investment group. 

Gail is a resident of Scarsdale NY. She has a BA from Emory University (1979) and an MBA from NYU Stern School of Business (1985). She is a Chartered Financial Analyst and a member of the New York Society of Security Analysts. 

Meet Gail

Gail Wiesenfeld joined Nardis Advisors in January 2013. Previously, she was a Vice President in Equity Research for 15 years at sell-side firms including Merrill Lynch, Bear Stearns and CJ Lawrence. This encompassed extensive financial analysis of public companies, making stock recommendations and marketing to both institutional and retail investors. She subsequently took a hiatus to raise children, during which time she ran a women’s investment group.
Gail is a resident of Scarsdale NY. She has a BA from Emory University (1979) and an MBA from NYU Stern School of Business (1985). She is a Chartered Financial Analyst and a member of the New York Society of Security Analysts.

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 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.

Let’s liberate your financial future.