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The recent fluctuation in world markets has underscored once again how vulnerable most portfolios are during downward cycles.

Aiming to protect wealth is the foundation of our portfolio design and management. Our process employs quantitative modeling to address the dual objectives of principal protection and consistent growth.* 

As absolute return managers our goal is to achieve positive returns regardless of what the current economic climate may be. Our investment process does not rely on favorable conditions in any particular market, sector or asset class to pursue this objective.

 
We accept a limited number of new clients each year. Complete our questionnaire for consideration.
 
Get an overview on how our process works and how it may help protect your wealth during market downturns.

The Stress Test is an analysis of your portfolio to determine if it is vulnerable under various economic scenarios.







Nicotera Wealth Management
313 Ushers Road, Ballston Lake, NY 12019
Phone: (518) 877-6600 or (888) 536-9477
Fax: (518) 877-6733
Securities and advisory services offered through LPL Financial,
a Registered Investment Advisor, Member FINRA/SIPC
LPL Financial does not offer, supervise or endorse the other client services DBA may offer.

*There is no guarantee any investment objective will be met. No strategy ensures a profit or protects against loss.

No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdiction. Registered Representatives of LPL Financial whose identities and associations with Nicotera Wealth Management are disclosed on this site may only discuss securities or transact business with persons who are residents of the following states: CA, CT,  DC, FL, GA, IL, MA, MD, ME, NC, NJ, NY,  OH, SC, WA

Computer modeling and quantitative analysis are subject to error. These tools may yield data that is inaccurate and unreliable.


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