Financial Advisor for Individuals

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, 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

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