Investment Methodology


Investment Methodology

A Personalized Process for Successful Investing

We live in a world ripe with investment opportunities, offering a myriad of investment avenues to pursue.  While each may promise the potential for reward, a singular and narrowly defined investment approach may be limiting.  Selecting the right combination of these opportunities is the challenge.

Many investors demand a different investment approach, one that will elevate their portfolio beyond one-dimensional product strategies, and leverages the expertise of professional investment company managers.

Our firm offers this kind of approach. Our services are designed around a client-focused, long-term holding program. We utilize professional investment company managers and a diversified asset strategy to protect and increase your wealth. This program is implemented based on our beliefs in investment strategies, markets and experience in portfolio management techniques.

Donald W. Nicholson & Associates, Ltd. specializes in wealth management, retirement planning and comprehensive financial planning. Our philosophy takes a Holistic approach, looking at all aspects of a client’s personal life and financial needs to create a custom-tailored financial plan. This plan is the blueprint to the client/planner relationship. We also emphasize working with a team of professionals who specialize in their respective fields.

Honors & Awards

  • Honored as one of Worth Magazine’s Top 250 Wealth Advisors
  • Recognized in Philadelphia Magazine as a FIVE STAR Wealth Manager
  • Recognized in Delaware Today as a FIVE STAR Wealth Manager
  • Recognized by Wealth Manager Magazine as one of the country’s Top Investment Advisory firms
  • Listed in Consumers’ Research Council of America publication: “Guide to America’s Top Financial Planners”
  • Top Wealth Manager- As published in Bloomberg Wealth Manager

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Contact Us

Email us with any question or inquires or call to us. We
would be happy to answer your questions and set up a
meeting with you. Donald can help set you apart from the



1403 Silverside Road, Suite B
Wilmington, DE 19810