Frequently Asked Questions

I want to invest with Nia. What do I do next?

We are happy to help! Please reach out to us on our office line at 510-319-9221, or send us an email at Our dedicated team is glad to answer any questions.

Where can I access the Nia Global Solutions equity portfolio?

The Nia portfolio is currently available at through Charles Schwab, Fidelity, JP Morgan, Morgan Stanley, UBS, Pershing/BNY Mellon, TD Ameritrade, and Wells Fargo. The portfolio is available at Folio Institutional. We can also be made available on alternative platforms by client request.

What is the minimum investment?

$100K at Schwab, Fidelity, JP Morgan, Morgan Stanley, Pershing/BNY Mellon, TD Ameritrade, Wells Fargo, Northern Trust and UBS. $10K at Folio Institutional