Financial Advisor for Individuals
 



James R. Nici
jnici@aristotleadvisors.net



Aristotle Advisors
1865 Veterans Park Drive
Suite 203
Naples, FL 34109
View Map

239-449-6151
Fax: 877-646-0561

Investment Advisory Services, Insurance Advisory Services
and Financial Planning for Individual Clients

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

  • Investment Advice and Asset Management
       - Non Qualified Accounts
       - Qualified Accounts
          IRAs: Traditional, Roth, Rollover
          Individual 401k

  • Investment Policy Statement Design
  • Planned Giving Strategies and Implementation
  • Investment Manager Search and Evaluation
  • Unbiased Access to:
       - Private Account Management
       - Mutual Funds
       - ETFs
       - Fixed and Variable Annuities
       - Individual Securities
       - Certificates of Deposit with FDIC Insurance
       - Alternative Investments

  • Insurance Advisory Services

  • Existing Life Insurance Review and Premium Savings Analysis
  • New Life Insurance Policy Design
  • Immediate and Deferred Annuities
  • Leveraged Wealth Transfer Strategies

  • Financial Planning

  • Investment Planning and Analysis
  • Retirement Planning and Analysis
  • Life Insurance Needs Analysis


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

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

    By visiting and utilizing this website, you agree to the terms and conditions of the Website Disclaimer available through the following link: Website Disclaimer.
    Privacy Policy. ADV Part 2a vc# 1286-127-00