siebert.nxt managed portfolios
Combine the benefits of an experienced Wealth Manager with sophisticated portfolio management technology with Siebert.NXT tailored portfolios. Your portfolio is automatically rebalanced and optimized for investing to keep you on track and help meet your goals.
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Managed Accounts
We’ll help you tailor a portfolio designed to meet your investment goals utilizing a variety of investment products including stocks, municipal bonds, corporate bonds, exchange-traded funds (ETFs) and new issues. We enable you to combine a wide variety of investment options into a single account allowing you to see your total investment performance in a single statement.
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Private Wealth Management
Working with a Wealth Manager gives you access to sophisticated investment management strategies across a broad spectrum of asset classes. Your personalized portfolio will be optimized to help you work toward and support your future.
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planning for life events
Retirement Planning
Do you have the means to retire comfortably? Our Wealth Managers can help select and manage your retirement accounts, so there's no worry about the future.
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Saving for College
Education is one of the most valuable investments you can make. Whether you want to help a child or family member, or return to school, we can help select the best account for you.
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Emergency Fund
Protect yourself, your family, or your business from unforeseen life changes and obstacles. With Siebert's help, you can be prepared for the unexpected.
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Siebert Financial Corporation (“Siebert”) has a full range of brokerage and financial advisory services offered through its operating subsidiaries, affiliates and brands associated with Siebert Financial described below.

Muriel Siebert & Co., LLC Member: FINRA | NYSE | SIPC  – Provides brokerage and custodial related services and is the registered Broker Dealer and wholly owned subsidiary of Siebert Financial Corporation.

Siebert AdvisorNXT, LLC. (“SiebertNXT”) – A Registered Investment Advisor that provides investment advisory services and discretionary investment management for a fee. SiebertNXT is the brand name for Siebert AdvisorNXT, LLC. Prior to investing in a managed SiebertNXT portfolio, we will obtain important information from you about your financial profile and risk tolerances and we will provide you with a detailed investment proposal, investment Advisory Agreement and Wrap Fee Programs Brochure. These documents contain important information that should be carefully read before enrolling in a managed account program. Siebert AdvisorNXT, LLC. is a wholly owned subsidiary of Siebert Financial Corporation. Please read SiebertNXT Disclosures for more information.

Park Wilshire Companies, Inc. ("Siebert Insurance") - Offer insurance products and annuity investments through Park Wilshire Companies, Inc., a wholly owned subsidiary of Siebert Financial Corporation. Please read Siebert Insurance Disclosures and Siebert Annuities Disclosure.

RISE Financial Services LLC ("RISE Prime Services") - is a registered Broker Dealer and subsidiary of Siebert Financial Corporation. RISE Prime is a division of RISE Financial Services, LLC.

Siebert Employee Share Plans & Siebert Corporate Services – Partners with public companies to offer share plan administration solutions and services on behalf of their employees. Please read Siebert Corporate Service Disclosure.

Siebert Online and SiebertNXT response and account access times may vary due to a variety of factors, including trading volumes, market conditions, system performance.

You should always carefully consider the investment objectives, risks, charges and expenses of any investment before investing. Investing in securities products involves risk, including possible loss of principal.

Siebert Financial Corporation (“Siebert”) its affiliates & subsidiaries do not provide tax advice, and you should always consult your own tax advisor before taking any action that may have tax consequences.
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