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As fee-based investment advisors, our mandate is to purchase quality assets on behalf of our clients at the best prices possible.  Our series of NWM funds was created as a flexible and cost-effective way to deliver on that promise.

Many investors know the benefits of proper diversification, but we believe that creating a more efficient structure can also help investors achieve greater results.

The NWM Funds are designed to provide an efficient investment structure that will benefit investors in both good times and bad.  They add value by

  • Enhancing liquidity
  • Lowering product delivery costs (Learn More (http://nwm NULL.enginedigital NULL.net/services-solutions/nwm-funds/the-product-cost-savings-of-nwm-funds/))
  • Giving clients access to markets and assets otherwise unavailable to them

Our funds deliver on these objectives and reflect our desire to continually find ways to better serve the needs of our clients.

The NWM Funds provide clients with a broad range of asset classes which may not all apply in your circumstance, but they provide a wide choice of diversified asset classes and risk/reward strategies applicable to each investor’s particular circumstance.

Our fund management strategy combines in-house management with the use of third-party managers selected for their particular expertise, style and performance.  We now manage in excess of $1-billion in the NWM Funds.

For more information, read the NWM Funds Offering Memorandum (http://test NULL.nicolawealth NULL.com/wp-content/uploads/2010/11/NWM-Funds-Offering-Memorandum NULL.pdf) (bookmarked PDF). 

Nicola Wealth Management is registered as a PM, IFM and EMD under the requirements of NI 31-103 with the BC Securities Commission and as a PM and EMD with the Alberta Securities Commission and the Ontario Securities Commission.