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Income Model

Our Income Model has the dual objectives of capital preservation and current income production.* 

This strategy is specifcally for the conservative investor. 

It is here, where investors are drawing an income stream from their portfolio that the order of returns, not the magnitude, are so dramatically important. Following our Advance & Protect process this portfolio's mandate is to produce a stable stream of income along with conservative capital growth, all within the framework of capital preservation.

*There is no guarantee either objective can be met. The portfolio may lose money. Past performance is no indication or guarantee of future performance.


Balanced Model   Growth Model   Tactical Model   Custom Model  





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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.


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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