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Why Nicotera Wealth?

Nicotera Wealth Management was founded in 1998 with the aim of protecting client wealth while delivering positive returns.

Our investment process is technically-driven, employing quantitative research and computer modeling to guide our proprietary trading systems for both the domestic and international asset markets.

Nicotera Wealth Management employs a systematic investment process with the goal of achieving consistent positive results under a variety of diverse economic scenarios.  Our process blends the ability to rotate through varying investment sectors by employing the use of active position trading combined with long-term trend following. This diversified management process does not rely on favorable conditions in any particular market, sector or asset class to pursue its objective.

Quantitative investment management is no longer reserved only for the institutional world.  Private investors can now access these sophisticated techniques previously available only to a more limited universe of investors.


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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.

*Trend following is based on historical data and there is no guarantee an observed trend will persist in the future. The illustration is hypothetical and is intended to illustrate the strategy only. There is no guarantee the strategy's objective will be met. Investing involves risk including possible loss of principal. International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors.

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

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