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

You are looking to retire abroad, and may be concerned about the implications a change in residence to a non-US domicile may have on your finances.

Americans immigrating to Israel

Americans making Aliyah or returning Israelis may be confronted by a myriad of financial questions where insights from a professional may be helpful.

Non US people with assets in the US

Non US citizens who have US banking or investment accounts can benefit from personalized guidance from someone familiar with international investment and banking matters.

Global entrepreneurs

Business owners who run cross-border companies have a unique set of banking and investment needs that they are often too busy to address on their own.

OUR PROCESS

Conversation

Before we can talk about partnership, we need to get to know each other. Pick up the phone and give us a call. We want to listen to what you have to say, learn about you, and answer your questions.

Goals

You are unique, and so is your financial life. We sit down with you to get a clear picture of your short and long-term goals and strive to truly understand your situation and perspective.

Customized Approach

Your portfolio will be custom tailored to your goals. We will design your financial plan to fit your individual needs, providing different options and listening to your feedback.

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 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.

WRITINGS