NVIDIA is different. Your financial advisor should be too.
Your financial situation is unique. A significant portion of your compensation and net worth is NVIDIA shares. Decisions you face about RSUs, financial planning, estate & tax strategy and asset management require individually tailored solutions.
Your team at Zuckerman Investment Group understands this dynamic. With a concentration of NVIDIA clients, we have the experience and expertise necessary to craft the customized advice you need and deserve.
Bill Tuebo, CFA, is a Senior Investment Analyst at Zuckerman Investment Group, where he plays a key role on the firm’s investment team. With over 21 years of experience in investment management, Bill brings expertise to his work, including a close partnership with the firm’s NVIDIA clients.
Navigating every aspect of your financial situation, together.
We believe in a thoughtful, personalized approach to diversification, not in blindly following rules meant for all. Sometimes selling your NVIDIA shares may make sense, other times it may not. We combine a deep understanding of your financial situation with a disciplined evaluation of NVIDIA shares to recommend the best choice for you.
Other Asset Management Services:
• Investment Strategy
• Asset Allocation
• Evaluation of Private Investment Opportunities
A significant portion of your compensation is NVIDIA shares, the value of which varies over time. Deciding what to do upon vesting or whether to participate in the ESPP can be difficult. As investment researchers and financial planners, we have the holistic perspective necessary to help you make the right choice.
Other Compensation & Benefits Services:
• Deferred Compensation
• Retirement Benefits
• Health Benefits
• Life Insurance
Taxes impact every financial decision that you make. Acting tax consciously can yield significant long-term benefits. Every step of the way, we advise you based on a thorough analysis of your overall tax situation, accumulating small savings that can eventually grow into larger sums.
Other Estate & Tax Strategy Services:
• Estate Planning
• Multi-Generational Planning
• Succession Planning
Liquidity management is critical to building wealth. An effective financial plan and the right asset allocation are not possible without first understanding your liquidity requirements. Working together, we identify your cash needs and any potential contingencies, laying the foundation for your long-term success.
Other Financial Planning Services:
• Financial Planning
• Retirement Planning
• Financial Projections
• Scenario Analysis
Don’t settle for a generic financial advisor offering generic advice. Work with a trusted, long-term partner who understands your unique financial situation, has done it all before and offers the personalized, high-touch service you deserve.
Together, we’ll create a comprehensive strategy that empowers you to achieve your financial goals.
We have years of experience working with executives in the tech industry, including Nvidia employees, and understand how to blend your unique asset allocation, compensation structure, liquidity requirements and tax situation into a cohesive financial plan customized for your future success.
We take a holistic approach to wealth management, working with your accountant, estate planning attorney and full team of advisors to optimize every aspect of your finances.
We are investors and researchers, not salespeople or asset allocators, singularly capable of making disciplined, data-driven decisions about concentrated stock positions, vesting RSUs and ESPP subscriptions.
We invest directly alongside our clients, fully aligning our interests with your own.
in AUM (as of 3/31/2024)
Families & Individual Clients
Year Founded
Employee & Family Owned
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Thoughtful leadership, analysis and outlook from our team of experts.
No hard sales. No products to push. We just want to get to know you.
