Business Financial Services

James R. Nici

Aristotle Advisors
1865 Veterans Park Drive
Suite 203
Naples, FL 34109
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Fax: 877-646-0561

Investment Advisory Services and Insurance Advisory Services for Businesses and Corporations

We are able to utilize processes that provide our clients with client-specific portfolios using Modern Portfolio Theory and patented technology and methodologies within active and passive strategies.

For more information about our services, please contact James Nici at 239-449-6151 or complete the Request More Information Form.

Investment Advisory Services

  • Retirement Services
       - 401(k) Plans, 403(b) Plans
       - Profit Sharing Plans
       - Defined Benefit Pension Plans (Cash Balance, 412(i), and more)
       - Taft-Hartley Benefit Plans
       - Public and Government Plans
       - "Second Opinions" of existing plans or recommendations
         available on a case-by-case basis
  • Investment Policy Statement Design
  • Forensic Consulting
  • Non-Qualified Plans
  • Employee and Executive Education/Planning
  • Planned Giving Strategies and Implementation
  • Asset Allocation Studies
  • Unique Manager Search and Evaluation Capabilities
  • Unbiased Access to:
       - Private Account Management
       - Mutual Funds
       - ETFs
       - Fixed and Variable Annuities
       - Individual Securities
       - Certificates of Deposit with FDIC Insurance

  • Insurance Advisory Services

  • Buy/Sell Funding
  • Key Person and Cross Purchase Insurance
  • Existing Life Insurance Policy Analysis (block pricing available for Trust Companies)
  • Immediate and Deferred Annuities, Includes Annuities Used in Elder Care

  • Business Brokerage Services

  • Buy-Side Representation
  • Sell-Side Representation
  • Protecting Your Business Until the Sale: "Buying Time To Plan"

  • Check the background of an Investment Professional on FINRA's Broker Check

    Advisory Services offered through Envision Financial Transparency, LLC., a Registered Investment Adviser

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