A complete list of active advisors currently associated with Nich Capital Partners, Inc.

Warmer can help you find a great advisor at Nich Capital Partners, Inc. or one who fits your needs even better.

NICH Capital Partners provides discretionary asset management primarily to high-net-worth individuals, managing tailored portfolios of individual stocks, bonds, ETFs, options, mutual funds and other public securities. The firm oversees approximately $148 million in client assets across its client relationships and does not sponsor wrap-fee programs or offer performance-based fees. The firm’s investment process combines fundamental analysis with technical/charting and cyclical analysis to select and time positions, favors long-term purchases, and may implement margin at a client’s authorization; accounts are reviewed at least quarterly and clients grant the firm discretionary trading authority. Portfolios are monitored and rebalanced as needed to align with each client’s objectives, risk tolerance and time horizon. Noteworthy distinctions include an affiliation with real estate brokerage activity through a licensed real estate professional who may receive customary fees for independent real estate services, disclosed as separate from advisory services and offered on an opt-in basis. The firm’s client base is concentrated in high-net-worth individuals and it requires custody of client assets at a single recommended custodian platform, which can limit access to investment vehicles available through other broker-dealers.

To learn more about the advisors currently working at Nich Capital Partners, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.