A complete list of active advisors currently associated with Nichols Investment Advisory Services
Warmer can help you find a great advisor at Nichols Investment Advisory Services or one who fits your needs even better.
Nichols Investment Advisory Services provides wealth management and retirement-focused portfolio management primarily for professionals, retirees, business owners, trustees and small businesses, including pension plans. Its services include portfolio analysis and management, individual retirement analysis and planning, pension plan design and implementation, and coordination with estate planning and trust administrators. The firm applies modern portfolio theory as its core framework while incorporating tactical shifts among asset classes and sensitivity to interest-rate and macroeconomic conditions; models are created and periodically rebalanced to reflect time horizon, risk tolerance and market conditions. Accounts are monitored on a quarterly basis, clients receive regular performance reporting, and the firm requires assets be maintained at a designated qualified custodian for trade execution and custody. Noteworthy differences from many independent, single-advisor firms include a practice of pension consulting for businesses and small medical practices and occasional brokerage activity as a licensed insurance broker; the principal may recommend annuities, life and long-term care insurance and receive modest commissions for those transactions, which constitute a small portion of firm activity. The firm’s client mix emphasizes professionals, retirees, business owners and institutional retirement plans rather than mass‑market, non‑high‑net‑worth individual clients.
To learn more about the advisors currently working at Nichols Investment Advisory Services, 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.
Name |
Location |
Years of experience |
|---|---|---|
Mashpee, MA
| 22
|
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