Investment advisory services for US expatriates

Our goal is to give you control of your US-based wealth

HOW WE’RE DIFFERENT

We provide solutions for the financial issues typically faced by Americans living and working abroad.

1

We assist US expats with all aspects of wealth management.

2

We provide general guidance regarding your banking matters, as cross-border transactions may be complex.

3

We understand that a change of location may bring lifestyle changes and you may have questions.

4

We assist clients with currency management and foreign exchange.

5

We are knowledgeable about US persons retiring abroad and financial strategies to achieve this.

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Our Fees

As a fee-only advisor, our only source of compensation are the fees we earn from our clients.

We can not receive brokerage commissions, referral fees, or any other financial consideration from third parties

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 24 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 24 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 Gail

Gail Wiesenfeld joined Nardis Advisors in January 2013. Previously, she was a Vice President in Equity Research for 15 years at sell-side firms including Merrill Lynch, Bear Stearns and CJ Lawrence. This encompassed extensive financial analysis of public companies, making stock recommendations, and marketing to both institutional and retail investors. She subsequently took a hiatus to raise children, during which time she ran a women’s investment group. 

Gail is a resident of Scarsdale NY. She has a BA from Emory University (1979) and an MBA from NYU Stern School of Business (1985). She is a Chartered Financial Analyst and a member of the New York Society of Security Analysts. 

Meet Gail

Gail Wiesenfeld joined Nardis Advisors in January 2013. Previously, she was a Vice President in Equity Research for 15 years at sell-side firms including Merrill Lynch, Bear Stearns and CJ Lawrence. This encompassed extensive financial analysis of public companies, making stock recommendations and marketing to both institutional and retail investors. She subsequently took a hiatus to raise children, during which time she ran a women’s investment group.
Gail is a resident of Scarsdale NY. She has a BA from Emory University (1979) and an MBA from NYU Stern School of Business (1985). She is a Chartered Financial Analyst and a member of the New York Society of Security Analysts.

Meet Neil

Neil Saft is a junior analyst at Nardis Advisors and joined in March 2021. He has several years of account management and client service experience.

Neil provides general investment analysis and research for client portfolios. He also assists with operational tasks related to the servicing of client accounts, managing information requests, and responding to inquiries.

Neil graduated in 2009 with a BA in Journalism from West Virginia University. He currently resides in Columbia, MD with his wife and their 3 cats.
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 Neil

Neil Saft is a junior analyst at Nardis Advisors and joined in March 2021. He has several years of account management and client service experience.

Neil provides general investment analysis and research for client portfolios. He also assists with operational tasks related to the servicing of client accounts, managing information requests, and responding to inquiries.

Neil graduated in 2009 with a BA in Journalism from West Virginia University. He currently resides in Columbia, MD with his wife and their 3 cats.

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 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.

Are you a US person living abroad?