NDVR Employee Directory
Financial ServicesMassachusetts, United States11-50 Employees
NDVR is a registered investment advisor that designs and manages customized portfolios to help clients optimize their wealth. The firm constructs portfolios from directly owned stocks, bonds, and other assets to improve tax efficiency and pursue enhanced returns. Guided by experienced advisors and supported by proprietary technology, it aims to streamline financial planning and asset management while reducing costs for clients. Based in Boston, Massachusetts, NDVR operates in the financial services sector and targets clients seeking personalized wealth management. The company emphasizes tax efficiency and cost-conscious planning as part of its investment approach. In August 2022, NDVR announced the introduction of socially responsible investing capabilities for high net worth clients, marking a concrete expansion of its offerings.