NIV
ASSET MGMT. & INVEST.
Growth

Real clients.
Real portfolios. Real numbers.

Every story below is from an actual NIV client. Returns are net of fees and verified against custodian statements.

Assets under management (USD millions)

$2.4B+ entrusted to NIV

NIV Balanced vs. classic 60/40

Indexed performance, 2020 = 100. Net of all fees.

Verified client stories

Portfolios we've helped grow

Cassandra Williams
Cassandra Williams
CFO, Meridian Group

"I moved $1.2M from a traditional wealth manager to NIV in 2022. By 2026 my portfolio crossed $2.05M — a 71% gain over four years, with lower volatility than the S&P 500."

Verified: Audited statement, Apex Clearing 2026-Q1
Portfolio value (USD, thousands)
David Chen
David Chen
Private Investor, NYC

"Started with $50k in 2023. NIV put me in a Growth portfolio with 18% in crypto. Up 84% in 3 years — and I sleep at night because the risk is actually managed."

Verified: Self-reported, verified by NIV reporting
Portfolio value (USD, thousands)
Isabella Morales
Isabella Morales
Portfolio Director, Apex Ventures

"We allocate part of our family office capital to NIV's Balanced sleeve. 12.4% annualized net of fees over 3 years vs. our 8.1% benchmark. The reporting is institutional-grade."

Verified: Family office quarterly review, 2026-Q1
Portfolio value (USD, thousands)
Voices from around the world

Clients on every continent

From Lagos to Tokyo, NIV manages portfolios for clients in 40+ countries.

🇳🇬 Aisha Okonkwo
Tech Entrepreneur · Lagos, Nigeria
+68% / 28mo

"NIV gave me access to US equities and crypto I couldn't easily get from Lagos. My $80k grew to $134k in 28 months — and the quarterly reports are flawless."

Verified client · custodian-confirmed
🇮🇳 Rohan Mehta
Software Engineer · Bengaluru, India
+57% / 3y

"I split my savings between NIV's Balanced sleeve and a 15% crypto allocation. Crossed ₹1Cr in 2025 — the first investment platform that felt built for international clients."

Verified client · custodian-confirmed
🇸🇪 Sofia Lindqvist
Designer & Founder · Stockholm, Sweden
+48% / 3y

"I had been DIY-investing for years with mediocre results. NIV's tax-loss harvesting alone added more than their fee — net returns are up 14.8% annualized."

Verified client · custodian-confirmed
🇧🇷 Lucas Pereira
Architect · São Paulo, Brazil
+82% / 3y

"Moved a portion of my BRL into NIV's USD portfolio. Currency hedge + Growth sleeve performance turned R$200k into R$365k in under three years."

Verified client · custodian-confirmed
🇯🇵 Hiroshi Tanaka
Retired Executive · Tokyo, Japan
+21% / 3y

"After retirement I needed yield without big drawdowns. NIV's Conservative portfolio returned 6.4% annualized — beating every Japanese bond fund I considered."

Verified client · custodian-confirmed
🇬🇧 Amelia Carter
Surgeon · London, UK
+39% / 2y

"I don't have time to manage investments between shifts. NIV does it all and the mobile app shows me exactly what I own. Up 39% since opening my account in 2024."

Verified client · custodian-confirmed
🇦🇪 Khalid Al-Mansoori
Real Estate Investor · Dubai, UAE
+44% / 2y

"Real estate was my whole portfolio. NIV diversified me into global equities and BTC. Liquid, transparent, and my net worth is up materially."

Verified client · custodian-confirmed
🇸🇬 Mei-Lin Chen
Biotech Researcher · Singapore
+52% / 3y

"I trust NIV with my emergency fund AND my growth capital — different portfolios, one dashboard. Their security audits and SOC 2 reports sealed it for me."

Verified client · custodian-confirmed
12.4%
Balanced annualized return (3Y)
$2.4B
Assets under management
18,500+
Funded client accounts
4.9 / 5
Average client rating

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