Protect Your Wealth with Diversification

Impacted by high inflation and increased volatility, investors face new challenges in our current economic environment. Protecting and growing your wealth needs a new approach.

It’s in these times that the typical “60/40” investment strategy may not be enough. This limited portfolio is not only anchored to the volatility of the public markets created by political and economic events, but it also overlooks rewarding private investment opportunities.

So, what is the alternative? Nicola Wealth practices an extensively diversified approach that invests beyond the limits of stocks and bonds. Our investment strategy follows an institutional method that provides our clients with access to private investments not generally available to retail investors, including real estate, venture capital, and private equity.



It appears your browser does not support displaying embedded PDF files.To view the file, click here to download the PDF file. 

Find Out More

Click below to learn about Nicola Wealth’s investment approach that goes beyond stocks and bonds to protect against volatility.