NICHOLS INVESTMENT ADVISORY SERVICES

Overview

Nichols Investment Advisory Services is a small, independent registered investment adviser operating as a corporation and owned by an individual. The firm focuses on individual and family clients, delivering financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting. It also operates as an insurance broker, which factors into the product mix it offers to clients. The firm’s stated investment preference skews toward equities — exchange-traded stocks and ETFs make up the single largest asset class under management. Fee arrangements include percentage-of-AUM billing and other fee types. Nichols Investment Advisory Services is not positioned as a capital allocator to external private fund managers, and it does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices