A complete list of active advisors currently associated with Nicholson Meyer Capital Management, Inc.

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

Nicholson Meyer Capital Management provides discretionary investment management, corporate retirement plan advisory (NMCM Retirement Solutions), and financial consulting to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and other business and government entities. Services include ongoing portfolio supervision and trade execution for managed accounts, plan‑level consulting and fund monitoring for sponsors, and hourly financial consulting that does not involve active account management. The firm implements globally diversified portfolios using individual equities, bonds, mutual funds and ETFs, generally emphasizing long‑term holdings with periodic rebalancing, occasional short‑term trades, dollar‑cost averaging, and the use of outside managers when appropriate. For retirement plans it offers trustee‑directed strategies (labeled Conservative, Moderate, and Moderate Plus), fund selection and monitoring, and development of investment policy statements, with participant self‑direction available on some platforms. What is comparatively uncommon for a supported firm of this size is Nicholson Meyer’s explicit provision of services to state and municipal government entities and to plan sponsors, including relationships with third‑party administrators and plan custodial platforms. The firm manages a multi‑hundred‑million dollar discretionary portfolio base, generally routes managed retail accounts through a single institutional custody platform while permitting plan sponsors to select custodians via TPAs, and delegates certain management duties to outside managers when it deems appropriate.

To learn more about the advisors currently working at Nicholson Meyer Capital Management, 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.