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Nichols Investment Advisory Services

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Nichols Investment Advisory Services

Overview:

Christopher Nichols has been in the financial services business since 1981 and is principal of Nichols Investment Advisory Services, a registered investment advisory firm located in Mashpee Massachusetts.

The firm specializes in designing and managing retirement portfolios for Individuals, High net worth individuals, and Small businesses.

Working closely with other professionals, we design and manage profit sharing plans, 401K's, and other retirement plans.

Utilizing Fidelity's Wealth Services platform, we have access to almost every type of investment vehicle including most mutual funds without sales charges or transaction fees.

Some fund families we work closely with include;

   Pimco
   Franklin/Templeton
   Oppenheimer
   MFS
   Mathews
   Cohen and Steers

History:

Christopher Lee Nichols MPA, AAMS has been in the investment and insurance business since 1983. Nichols Started with John Hancock in the early Eighties, working with senior level executives Nichols was a life insurance agent providing life, health and disability planning. Also, working with physicians, he helped design benefit packages for medical practices and their employees. Later he went on to work for Fidelity Investments with their Ultra Service Account, a full service money management account. Nichols then moved on to work the National Trade Desk and completed his training as an Account Executive. He was ultimately selected to be one of a small group of traders known as the Executive Trading Department, executing trades for some of Fidelity's largest retail clients, so called "friends of Ned". Shortly after the market "crashed" in 1987 Nichols started his own financial services company, Nichols Financial Services.

After being affiliated with a number of Broker Dealer firms Nichols made the commitment to work exclusively as a fee based Investment Advisor realizing that this was the most objective and advantageous type of relationship for both advisor and client. The firm became Nichols Investment Advisory Services , a Registered Investment Advisor in the Mid 90's, and has been located in Mashpee Commons ever since. Although the primary focus is investment management, insurance planning is still provided mostly as a convenience to clients.

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