We are a fee-only, fiduciary advisor serving US expats, with a special focus on Israel.
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WHO WE SERVE
Americans retiring overseas
Americans immigrating to Israel
Non US people with assets in the US
Global entrepreneurs
He has 29 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.
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 28 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.
