Financial Advisor for Institutional Clients

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 Institutional Clients

Many institutional plans have had the same investment adviser for many years, but unlike the medical profession where patients often seek a Second Opinion (especially when they are not getting any better), institutional investors tend to keep the same adviser. If your plan has not been meeting its benchmarks, is underfunded, and its underperformance tends to make you sick, perhaps a second opinion is needed.

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 Policy Statement Design
  • Forensic Consulting
  • Retirement Services
       - Defined Contribution Plans:
         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
       - Employee and Executive Education
  • Non-Qualified Plans
  • Planned Giving Strategies and Implementation
  • Asset Allocation Studies
  • Unique Investment Manager Search and Evaluation
  • Unbiased Access to:
       - Private Account Management
       - Mutual Funds
       - ETFs
       - Variable Annuities
       - Individual Securities
       - Certificates of Deposit with FDIC Insurance

  • Insurance Advisory Services

  • Buy/Sell Funding
  • Key Person Insurance
  • Existing Life Insurance Policy 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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