Resource Library

Maximize your experience with Nest Wealth Plus & elevate your business with various resources including:
Technical Training Videos, Guides, FAQ’s & Quarterly Performance Reports.


Gain a better understanding of various features on the Nest Wealth Plus Platform.


Additional Account Opening (AAO) Guide: FCC Advisor Led  →
Client On-Boarding Guide  →
Funding Transfer Guide  →
Investment Guide  →


Receive answers to commonly asked questions without opening a support ticket.

Advisor Solutions Portfolio FAQ  →
A Guide to Preparing For 2021 Tax Season FAQ  →
Advisor Solutions Billing FAQ  →
Advisor Solutions Admin FAQ   →
NW Plus – RP Advisor Clients: Price Change FAQ  →
NW Plus – Portfolio Guide FAQ  →


View our recent ETF portfolio performance reports.

2022 Q1 Report  →
2022 Q2 Report  →
2022 Q3 Report  →
2022 Q4 Report  →


Check out our Nest Wealth Plus training videos, great for visual learners.

Automated Rebalancing

Creating your customized portfolio is only the starting point of a successful investment strategy. Every step of the way Nest Wealth will help make sure you are working towards your financial goals. This is done in three steps:

Step 1

Nest Wealth develops your customized ideal asset allocation based on your personal risk tolerance, your objectives and your current financial situation.

Step 2

As the market moves up and down, your portfolio’s asset allocation can drift away from your target asset mix. Our technology helps us monitor these developments.

Step 3

If an asset class rises too much, Nest Wealth will sell some. The proceeds will be used to buy other assets and restore your ideal asset allocation.

The Low-cost Advantage

Why Passive?

Overwhelming research shows that passive investing is an effective way of growing your money over the long term by helping you keep investment costs low and stay diversified. Using this as our foundation, we build your portfolio to “be the market” rather than try to “beat the market”.

Invest like a Pro

To increase their odds of success, well-known investors such as Burt Malkiel, Jack Bogle and David Swensen focus on proper diversification, systematic rebalancing, appropriate risk and reducing fees. By keeping portfolios diversified and low cost, you can minimize investment risks while maximizing rewards over the long term.

“Being the Market”

Passively managed investments are referred to as “index funds” because they’re tied to an index that represents a particular market. For example – an S&P 500 ETF would provide exposure to the S&P 500 index which measures the stock performance of some of the largest American companies in the world. That’s why passively managed index funds exist. They track and mimic the movement in the index by investing in all or some of the securities held in that index. With passive investing, your money is used to buy shares in a category of companies and that category is called an index. If that category of companies collectively performs well, so will the index and you will see the direct benefits of that in your account.

*Our portfolios are constructed using Modern Portfolio Theory which was awarded the Nobel Prize for Economics in 1990 based on a a thesis developed by Harry Markowitz. Modern Portfolio Theory uses variables such as expected return, expected volatility, and correlation of asset classes to develop an optimally weighted portfolio.