Leveling the playing field to help investors mitigate risk and grow their wealth.
As financial markets have changed, so should your investments.
Understanding risk and how it affects portfolios is our mission.
Nicholas Wealth Management provides investment advisory services to individuals and institutions. We use distinct tactics to measure risk and minimize portfolio volatility.
With XFUNDS, our primary research focuses on seeking to mitigate risk and income producing securities. The firm’s strategies attempt to find non-correlated returns in both up and down-market cycles.
A New Kind of Bond Fund
Nicholas Fixed Income Alternative ETF
FIAX is an actively managed ETF that is distinct in the fixed-income space. Through the use of options, the fund can replicate a diversified portfolio of income producing ETFs while seeking to mitigate risk with a core holding in United States treasuries. With this distinct structure, FIAX may have lower correlation to traditional equity and fixed-income asset classes.
A Diversified Global Approach to Income
Nicholas Global Equity and Income ETF
GIAX is an actively managed exchange-traded fund that seeks to generate current income and also capital appreciation. The Fund’s strategy includes two components: holding shares of unaffiliated passively managed ETFs that seek to provide exposure to a range of global equity securities and selling daily index credit call spreads on one or more US equity indexes.
