Fee-Only Fiduciary Advisors, Serving U.S. Expats, with a Special Focus on Israel

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Fee-Only, Fiduciary Advisors, Serving U.S. Expats, with a Special Focus on Israel

Learn More
Let's Talk

Who We Serve

Americans Retiring Overseas

Americans Immigrating to Israel

Non US People with Assets in the US

Global Entrepreneurs

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 30 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.
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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.

Check Out Our Articles

Keep up with our latest thoughts, updates, tips and case studies on expat finances.
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  • April 22, 2025
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    • Articles
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    • Market Insights
    An Open Letter to US Treasury Secretary Scott Bessent
    Dear Scott, I trust this finds you well. You most likely do not remember me, but we met a few times almost 25 years ago in 2001, when you set up your hedge fund after leaving Soros. I was part of the hedge fund research group at AIG Global together with the late (and great)…
  • April 8, 2025
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    • The Dreidel
    The Dreidel – April 2025 Edition
    Dear fellow practitioners, CPAs, attorneys, and other professionals, Welcome to the sixteenth edition of our “Dreidel” newsletter about planning and investment issues of US citizens living overseas. This month, Mike Reed talks about about the current state of the US markets, and places this in a longer-term context. The US stock market has had a…
  • February 28, 2025
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    • The Dreidel
    The Dreidel – March 2025 Edition
    Dear fellow practitioners, CPAs, attorneys, and other professionals, Welcome to the fifteenth edition of our “Dreidel” newsletter about planning and investment issues of US citizens living overseas. This month, Mike Reed talks about all about the repeal of the Windfall Elimination Provision (WEP), and how it that could benefit retirees. Late last year, Congress passed…