Nuance Investments, LLC is an employee-owned registered investment advisor based in Kansas City, Missouri. Founded in 2008, the firm specializes in value-oriented equity strategies for individuals, trusts, estates, charitable organizations, retirement plans, and business entities. Nuance manages separate accounts and mutual funds, focusing on two main strategies: the Nuance Mid Cap Value strategy, which typically holds 50 to 90 mid-sized companies trading at temporarily discounted prices, and the Nuance Concentrated Value strategy, which holds a more focused portfolio of 15 to 35 companies across various market sizes. The investment team uses fundamental research and proprietary valuation metrics to identify high-quality businesses with strong financial strength that are temporarily out of favor in the market. In addition to direct account management, Nuance participates in various wrap fee and managed account programs by providing portfolio models or discretionary management. Nuance emphasizes long-term capital appreciation and manages investments with a disciplined, risk-conscious approach, though clients should be prepared for market volatility and the inherent risks of equity investing.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 0.75% |
| $25.0M - $50.0M | 0.70% |
| $50.0M - $75.0M | 0.65% |
| $75.0M - $100.0M | 0.60% |
| $100M+ | 0.55% |
Schedule reflects the Mid Cap Value strategy. The Concentrated Value strategy rates are 0.10% higher across all tiers (starting at 0.85%). Standard fee for managed account platforms is 0.10% higher across all breakpoints. All fees are negotiable.