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Embassy House, Herbert Park Lane, Ballsbridge, Dublin 4,

IRELAND

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4 Custom House Residence, Ulster St, Belfast BT1 3EW

United Kingdom

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NBC Global, Avlonos, Nicosia

Cyprus




What we do

We started by providing smart, simple investing, without the high fees and account minimums associated with traditional investment management. We invest your money in a globally diversified portfolio of low-cost index funds, and our cutting-edge technology helps you earn the best possible return, while optimizing your tax bill. This means we do things like automatic rebalancing, dividend reinvesting, and tax loss harvesting — services that were only available to the ultra rich until now or that most people found too time-consuming and tedious to do on their own.


Our expert financial advisors are always available when you need them. They can help plan your financial milestones and answer questions you might have about potential risks or what sort of investment accounts you should have.


Our expert financial advisors are always available when you need them. They can help plan your financial milestones and answer questions you might have about potential risks or what sort of investment accounts you should have.

Investing is just one part of your financial picture. So, we've introduced more ways to reach your goals and manage your money. High interest savings. Commission-free trading. And features — like automatically investing your spare change — that make it easier to save for your future. That's because we believe that everyone should have access to the tools they need to make smart financial choices.

Our offices

service

IRELAND

Embassy House, Herbert Park Lane, Ballsbridge, Dublin 4

service

United Kingdom

Custom House Residence, Ulster St, Belfast BT1 3EW

service

Branch Office

Cyprus

Avlonos, Nicosia,

Who we are

NBC SMG is backed by a team of world-class financial experts and the best technology talent. Our talented team of software engineers, designers, and data scientists have previously worked at such companies as Amazon, Google, and Apple.


Our Investment Advisory Committee are recognized thought leaders in the investment community. They play an advisory role in NBC SMG's investment management process and serve as a sounding board for NBC SMG's management team.

NBC PHOTO ALBUM

Leadership Team

Cooper Maddox H

President

Lotte Gruber P.

Managing Director

Roxanne Tristan L

Chief Financial Analyst

Emmett Zachary J.

Chief Operating Officer

Wesley Pope M.

General Manager

Tabitha Kabir E.

Deputy General Manager

Larne Elio P.

Auditor General

Udeline McKaine Y.

Chief, Customer Care & Support Services Unit

Board of Directors

Paul Desmarais, III

Senior VP of Power Financial

Som Seif

Founder & CEO of Purpose Investments

Bertrand Badré

Former CFO of the World Bank

Jeff Carney

CEO of IGM Financial

Rhonda Goldberg

Executive VP, General Counsel for IGM Financial Inc.



Adam Felesky

President and Managing Partner of Portag3

Nazim Cetin

CEO of Allianz X

Natalie Wolfsen

EVP, Chief Solutions Officer at AssetMark

Michael Katchen

Co-founder & CEO of NBC SMG

Brett Huneycutt

Co-founder & COO of NBC SMG

Investment Advisory Committee

Deborah Fuhr

Managing Partner & Co-founder of ETFGI LLP

Rhonda Goldberg

Executive VP, General Counsel for IGM Financial Inc.

Adam Felesky

President and Managing Partner of Portag3

Damien Bisserier

Partner, ARIS



Awards & recognition

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