Investing For Retirement

Fully-managed investment accounts, driven by human investment research and computer-driven asset allocation. Sit back and watch your retirement assets grow.


How It Works

Get a fully-managed investment account, where all you do is create a Plan. Tell us your goals and your tolerance for risk. We will research, determine a portfolio composition, acquire and then actively manage your account going forward.

Strategy

We are value investors, following a Graham-Dodd, bottoms-up approach to investing. Intrinsic value provides a key level of support for portfolio values.


Performance

Performance in only 2-clicks. Its never been easier to see exactly how you are doing.

Experience

Investment strategy and selection is led by Carson Cole, an expert in value-based investing with over 25 years of institutional investment management experience.


Market Decline is an Overreaction

January 20, 2016

Markets are trading down and it is a classic overreaction. There are many factors weighing on the conscience of the market, but as time passes, these current factors will diminish in significance.

Read more >

Stock Buybacks Benefit Shareholders

Nov 23, 2015

Record levels of corporate stock buybacks this year, on pace to be likely the largest ever, have brought into focus the question of whether shareholders are the resulting beneficiaries. Usually, the answer is yes.....

Read more >

Get Your 401K/IRA Working!

Retirement is all that better with a strong and growing IRA. Don't let your 401K or IRA sit around. Get it working! A NUKU Roth or Traditional IRA will be invested directly in stocks and bonds that can provide a solid future financial foundation.

Learn more >


Watch


How it Works



Fully-managed account

All accounts are fully-managed investment accounts. All you do is tell us your Plan. Want growth? Want income? You set the terms and we get to work. See our Model Growth, Income and Balanced Portfolios >




Robo + Human mind

NUKU is not your typical robo investment advisor. We combine the systematic consistent benefits of robo investing, with human research analysts that can identify attractive investment opportunities. Better than computers, humans can see and understand new trends, with a high capability to predict the future.




One Fee Only

We charge only one management fee. No commissions, and no IRA fees. And since we don't use ETF's or mutual funds, there are no additional management fees. See our Fee Schedule >




Professional Custody

Accounts are held at Interactive Brokers LLC., a leading global brokerage firm. Accounts are covered by SIPC as well as an exceess SIPC policy of $150,000,000. Read more about how account custody>




Investment Strategy


Value based methodology

Value-based investing is our core methodology. We follow a fundamental, bottoms-up, Graham-Dodd approach to research. We seek out investments with the highest risk-adjusted return potential and we only consider investments with proven track records, coupled with high opportunity.




Seeking Opportunity

We scour the world looking for value, which may be found in a brand, increasingly popular product, a new trend, or even an undiscovered balance sheet asset. We examine financials and consider a myriad of factors in our review of an investment.

We look for companies whose sails are being propelled by the winds of business success, but have underlying intrinsic value that will keep them afloat in the strongest of storms.



Performance


Performance in 2-clicks

Two-clicks is all it takes to see the performance of your account at NUKU. Performance should be a key factor for choosing an investment manager and through your account console we make it easy for you to see how you are doing any time.

See more on viewing performance >



Experience


Dedicated focus

NUKU's investment team is led by Carson R. Cole, an over 25-year veteran of institutional investment management. His extensive experience in managing and trading bonds and equities globally over the course of numerous investment cycles will be utilized by every NUKU account.

Learn more about Carson Cole and NUKU's management team >

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Are You Ready?

Have Questions?

Let us help you. support@nuku.com