What does St. Nicholas offer that other firms don ?
We are a full service firm. All investment decisions are made locally and you can talk to the manager that is making those decisions. We do not have proprietary funds that we are obligated to use. We do not have exorbitant account minimums that qualify you for particular levels of service. We do not have hidden fees. All principals are qualified professionals that average 28 years experience in the trust and investment management industry. We can review your current financial situation and determine whether you are paying too much for the services and performance that you are receiving. Our objective is to improve your return potential at a lower cost whenever possible, and we strive to achieve both for all of our clients.
