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Mission

Nicotera Wealth Management was founded in 1998 with the aim of delivering significant returns while helping our clients make informed decisions through education and communication - all delivered with service exceeding their expectations.

Process

Our management process is technically-driven, using scientific research and statistical analysis techniques to develop proprietary trading systems for domestic and international asset markets.

Nicotera Wealth Management employs a systematic investment process with the potential to achieve 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 achieve its objective.

Technically based 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.

The recent fluctuation in world markets has proven once again that long-only equity portfolios generally do not make money during downward cycles. For continued portfolio performance, it is potentially advantageous for investors to own investments that possess the aptitude to appreciate in diverse economic environments.

Philosophy

We believe that managing investors’ assets is a long-term exercise. Achieving consistent returns over a period of years requires the flexibility and willingness to change with the ebb and flow of the markets. 

Markets are not efficient under all circumstances and price movements do not necessarily follow unpredictable random walks. Our edge lies in using scientific analysis to capture trends in market behavior, that while hard to discover, do exist and have the potential to provide advantage for those able to exploit them.