About

Our Services

We provide a wide range of services for individuals, Trustees and families. Whether you are looking for someone to invest your money or would welcome the assistance of a trusted advisor for all aspects of your family’s financial well-being, we invite you to consider if a relationship with Nichols & Pratt or Nichols & Pratt Advisers would be right for you.

The Firm

The Partners of Nichols & Pratt are one of only a handful of independent private trustee partnerships (a 200 year-old tradition unique to this city), blending personal service, counsel and sustainable investment results for our clients. We act as trustees of family trusts and foundations with no large institutional overhead or bureaucracy.

A Brief History of N&P

Investing

We are consistent, experienced, long-term investors. We employ a single investment philosophy throughout the firm, favoring equities, establishing positions over time, and exercising portfolio discipline to avoid trying to “time the market.” Our Partners personally review portfolios and investments regularly.

Credentials

Three of our Partners have obtained the Chartered Financial Analyst (CFA) designation, a highly-regarded investment certification. Three Partners are lawyers by training. Our Partners have over 170 years of combined trust experience.

About

Our Services

The Firm

Investing

Credentials

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