Niche Investment Advisors LLC

Niche Investment Advisors provides investment management, comprehensive financial planning, and qualified retirement plan consulting to individuals, high‑net‑worth clients, pension and profit‑sharing plans, trusts, estates and business entities. Its services include ongoing asset management on both discretionary and non‑discretionary bases, written financial plans, ERISA fiduciary consulting for qualified plans, and participant education and enrollment support.

The firm tailors advice through client interviews and questionnaires and uses both fundamental and technical analysis across long‑term, short‑term and trading strategies; it may also allocate portions of client portfolios to unaffiliated sub‑advisors. Niche reports a split of assets under management between discretionary and non‑discretionary accounts (as disclosed in the brochure) and performs routine account monitoring and periodic reviews, while typically using institutional custodial platforms such as Schwab and Fidelity.

A notable distinction is the firm’s affiliation with an insurance agency: its principal is licensed to sell insurance and annuity products through an affiliated insurance entity and may receive commissions and incentive awards for such sales, a potential conflict the firm discloses and addresses through disclosure and an impartial conduct standard for rollover recommendations. The combination of ERISA fiduciary retirement consulting, workplace participant consultations, and the capacity to recommend insurance and annuity products links retirement plan advice with insurance distribution in a manner that is less common among peers.