Why Clients Choose Nickel Investment Advisors, Inc. 

We specialize in helping you to afford and maintain the most expensive purchase you will ever make - your retirement.  

Who we work with

Individuals who appreciate the need for competent, conflict-free, financial stewardship.

We work with individuals who face the paradox of prosperity. As their net worth has grown rather than simplify their life it has made it more complicated. They come to us because; they do not have financial peace of mind, even though their net worth is well beyond what it was when they started investing.

The individuals we work with realize the importance portfolio performance has in achieving and maintaining their retirement dreams.

Our Commitment

Research shows that the average investor underperforms the average Mutual Fund by up to 200%. Our commitment is to not only narrow the average investors performance gap, but to produce superior real life, real returns.

Momentum Based Performance

There are many ways to manage your investments, but most approaches fall into two broad categories; passive and active management. There are positives and negatives to any investment approach, as Registered Investment Advisors with a fiduciary responsibility to ensure an investment is not only suitable at the time of sale but in our clients best ongoing interest; we practice an active strategy that monitors no load fund mutual funds returns on an ongoing basis and replace the funds that our clients own as better alternatives emerge. 

In other words, our active strategy responds to changing markets- and as the markets have show recently they can and do change dramatically. Investors who held defensive funds  may have survived the markets decline better than the more aggressive investors but those who continued to hold defensive funds through the market's rally missed out on substantial gains. Our active strategy (Adaptive Portfolio Enhancement)  led us into the more defensive funds at the beginning of the correction and out of these funds as the market turned around. 

 

 What's your plan?    

What impact will negative investment  behavior and poor portfolio performance have on your future? Research suggests that a global portfolio using statistical behavioral finance and risk management  generates superior returns over the business cycle and the long term.

We encourage you to start a conversation with us to learn more about how our proven strategy of investing in top performing no-load funds can produce a lifetime and lifestyle sustaining income.

 

To schedule a retirement strategy session- call 707- 836- FUND