Our proprietary methodology of asset allocation will help ensure your financial success allowing you to achieve your goals and objective.
We are committed to safe guarding your securities. Schwab Institutional provides custody with the highest level of integrity and protection for your assets. Your statements come directly from Schwab Institutional.
We are a fee-only financial advisor company, we accept no commissions, therefore we have no conflict of interest. Our investment selections utilize the very best products and services to help you achieve your financial goals and objectives.
Not only do we work with you to fully understand who you are, your current circumstances and your financial goals, we also work collaboratively with you to grow, manage and preserve your wealth.
Nichols Investment Advisory Services brings structure to the financial life of all of our clients. Are you concerned you aren’t prepared for retirement? Do you feel that your financial goals aren’t properly defined? Discover a new level of peace of mind when we create a better financial path with a more organized and powerful financial future!
Nichols Investment Advisory Services has selected Charles Schwab & Co., Inc. as primary custodian for our clients’ accounts.
As a registered broker-dealer and a member of the Securities Investor Protection Corporation (SIPC), Schwab is subject to certain regulations intended to protect assets held in brokerage accounts maintained at Schwab.
By using Schwab as primary custodian, Nichols Investment Advisory Services has access to a wide range of products and services that help us serve our clients, including:
- Full range of investment products and trading services
- Technology and service support
- Wide array of investment account types including retirement accounts, charitable giving, and education accounts
- Full range of investment options such as stocks, mutual funds, bonds, exchange traded funds, CDs and other investments.
- Separately managed account services for those who want to leverage the expertise of institutional-caliber money managers who specialize in particular investment styles.
- Technology and service support so investors can access all their accounts online and view positions, balances and account histories in one place.