We are a boutique firm providing comprehensive planning and investment counsel for high-net worth families, foundations, endowments and select institutions
Nicholson WMG
What is it about?
We are a boutique firm providing comprehensive planning and investment counsel for high-net worth families, foundations, endowments and select institutions. Leveraging decades of expertise, we are a process driven, disciplined investment asset manager dedicated to servicing each client's unique needs. We leverage technical analysis to identify and help protect our clients against undue risk.
App Screenshots
App Store Description
We are a boutique firm providing comprehensive planning and investment counsel for high-net worth families, foundations, endowments and select institutions. Leveraging decades of expertise, we are a process driven, disciplined investment asset manager dedicated to servicing each client's unique needs. We leverage technical analysis to identify and help protect our clients against undue risk.
This Mobile App allows you secure access to view your account, investment plan and important documents.
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