Wealth Management / Simplified Asset Management
Investing is complex, let us simplify it. Welcome to SAM.

Simplified Asset Management (SAM) Portfolios

SAM is our digital investment management program designed for all investors who demand more for less. We give investors the power to control their financial future with an easy to use platform but when questions arise you will have access to a licensed Nicolet Wealth professional.

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Goals

Complete a questionnaire to establish an objective, risk tolerance and timeline.

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Tailored Portfolio

Based on your information provided we will recommend a suitable portfolio.

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Open Account

After your goals and portfolio have been determined you will establish an account.

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Support

We will monitor your portfolio on a daily basis and automatically rebalance as needed.

 

 

Personalized Investment Guidance

Whatever your objective we can help you get on track.

Professionally Managed Risk-Based Strategies

Invest in capital markets through low-cost, globally diversified ETF strategies.

Automatic Rebalancing

Maintain your target allocation when the market causes your allocation to drift.

Auto-Deposit

Setup automatic deposits from your bank account to your investment account.

Service

  • Access to a licensed Nicolet Advisor
  • Annual review conference call
  • 24/7 electronic account access

Annual Fee of .50%

No trading fees, no account maintenance fees… no non-sense just common sense.

 

BrokerCheck

Investment and insurance products:

  • Are Not FDIC Insured
  • May Lose Value
  • Are Not Bank Guaranteed
  • Are Not Deposits Are Not Guaranteed by Any Federal Government Entity
  • Are Not a Condition to Any Banking Service or Activity

Nicolet Advisory Services, LLC, is an investment adviser, registered with the U.S. Securities and Exchange Commission, and an affiliate of Nicolet National Bank.

Advisory services offered through Nicolet Advisory Services, LLC, a Registered Investment Advisor. Securities and insurance products offered through Private Client Services ("PCS"), member FINRA/SIPC. PCS is not affiliated with Nicolet National Bank, Nicolet Wealth Management or Nicolet Advisory Services.

Trust services are offered through Nicolet National Bank, a national bank with trust powers.

Past market activity is not indicative of future results, and changes in any assumptions may have a material effect on projected outcomes. Investing in securities entails risk, and the potential for losing money always exists when investing in securities. Asset allocation, rebalancing, and asset diversification will not ensure account protection in a declining market, and cannot be relied upon to enhance gains in a rising market.

Neither Nicolet Advisory Services nor its affiliates offer tax or legal advice. Investors should consult with their legal and tax professionals before making investment decisions.