Working with You
Philosophy
Creating the right financial plans and investment strategies for you begins with understanding who you are and what’s important to you. Far more than a simple Q&A, the Nichols Group begins with truly getting to know you – your values, hopes and concerns. We’ll engage in a conversation about your current financial situation, your priorities and your vision for the future. And this line of communication will stay open once we’ve built and implemented your comprehensive, personalized solutions so we can ensure they remain on track for the long term.
Our Process
Our approach to investing is designed to provide solutions and strategies specifically tailored to your goals and ongoing advice and due diligence to help simplify your financial life:
We start by gathering information about you to better understand your complete financial picture. Then we will work with you to identify goals and objectives, prioritize them in terms of importance and timeframe, and determine the amount of risk you’re comfortable with.
Taking the information we learned in the discovery process into consideration, we look for gaps and opportunities. We also draw on our own expertise and the considerable resources of Baird – including industry-leading equity research, top product selection specialists and leading experts in tax, retirement, insurance and estate planning – to evaluate your investment options. We will discuss with you our recommendations to address the entire range of your financial goals, including how they’ll be implemented and evaluated.
Once we present the plan, we want to ensure that we both agree on your financial priorities and our commitment to meeting them. Once we are in agreement, we will put your plan into action. We will review with you and help organize all your account paperwork.
We consistently review your portfolio and measure performance to make adjustments as changes occur in the markets. And we provide ongoing management and oversight to help keep your investments aligned with your plans as your personal situation evolves.