Kade Nielsen is a graduate of Brigham Young University. While there, Kade was a member of the Men’s Soccer Team where he won a National Championship. He was a publishing member of a nationally presented model regarding the future structure of the American markets. Along with a few friends, he also won the business of several BYU professors who he helped advise.
Kade advises our high-net-worth clients and has a knack for adjusting and building portfolios and strategies that match their tolerance and profile. He runs heavy due diligence on equities and alternative funds as well as collaborates with third-party investment firms on their findings to make sure SMF clients are getting the best.