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Eric D. Nelson

CFA
Retirement, Investing, Taxes
82%
Helpful
16
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2
Articles
6
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“Eric Nelson, Founder and Managing Principal at Servo Wealth Mangagement, is dedicated to spending whatever time necessary towards learning what is unique about his client's financial situation, experience, goals and resources.”
Firm:

Servo Wealth Management

Job Title:

Managing Principal

Biography:

Eric Nelson is the founder and Managing Principal at Servo, a Registered Investment Advisor (RIA) in Oklahoma City with clients throughout the United States. Eric is a recognized expert in the areas of retirement planning and asset class investing. Eric’s intense spirit of independence, his passion for helping his clients to achieve and maintain financial independence, and belief in the virtue of “simplifying complexity” is what led him to start Servō, where he is responsible for developing investment policies, managing the firm’s clients, and ongoing communication and research efforts.

Eric graduated from Hobart College with a degree in Economics and had a successful basketball career that placed him among the all-time leading scorers in school history. Eric's career in finance began during the "go-go growth" era of the 1990s, as he started out working for a full commission brokerage firm and subsequently the investment group of a large regional bank. It was here that Eric learned about the significant conflicts of interest that plague the investment industry. His experience dealing with clients and the damaging effects of the tech bubble and eventual collapse is a major influence on Servo’s diversified approach to managing portfolios.

In 2002, Eric moved to Oklahoma City and went to work for Charles Schwab, the firm that still serves as the primary custodian for Servo's clients. While at Schwab, Eric attained the prestigious Chartered Financial Analyst (CFA) designation and began working with many individuals and families who remain Servo clients today. Prior to co-founding Servo, Eric worked for two independent Registered Investment advisory firms (RIAs), one in Oklahoma City and another outside of San Francisco, California.

Eric is a recognized expert in the areas of retirement planning and "asset-class" investing. His newsletters and blog articles are regularly published on Real Clear Markets and profiled on Think Advisor and Sensible Investing TV. His commentary has appeared on Advisor Perspectives, Morningstar, Reuters and Newsmax. He has also contributed to the Amazon Money & Markets financial website.

Education:

Economics, Hobart

Assets Under Management:

$56 million

Fee Structure:

Fee-Only

CRD Number:

3132084

Disclaimer:

This content is provided for educational purposes and is not intended to be a recommendation or endorsement of any particular investment or strategy. You should always consider your personal financial objectives and tax situation, and if necessary, consult your investment advisor or tax planner before making financial decisions. Past performance is not a guarantee of future results.

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September 2016
    Choosing an Advisor, Investing
June 2017
    Investing, Taxes

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    Investing
What is a good hedging strategy for the upcoming election?
37% of people found this answer helpful

I would suggest you take a longer-term view of investing. We cannot predict the short-term future of markets, and trying to do so risks underperformance, excess taxation and a greater overall level of anxiety. I suggest you ignore the Presidential elections, no one can predict how they will play out or what their impact on markets will be. And long-term investors don't need to worry about these things.

Eric D. Nelson, CFA

August 2016
    Investing, IRAs
Are REITs a good investment for a new investor?
36% of people found this answer helpful
August 2016
    Retirement, Mutual Funds
Is it wise to put my entire retirement portfolio within one company?
23% of people found this answer helpful
August 2016
    Investing, ETFs, Mutual Funds
Should I invest in ETFs or passive index funds?
11% of people found this answer helpful
August 2016
    Bonds / Fixed Income
Are high yield bonds a good investment?
0% of people found this answer helpful
August 2016