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The Niehaus Approach
(PDF 609K)
Our Investment Philosophy
(PDF 120K)
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Fran has been an investment representative since 1987, Kevin since 1993, and Mike since 1999. Fran has practiced law since 1978, with a focus on estate planning and administration. We also prepare hundreds of individual income tax returns each year.
We do not try to fit your needs into a one-size-fits-all product. Though we use consistent systems and strategies, our creative and unique solutions are crafted for your particular situation.
While we monitor new developments within the world of investments and financial planning, we are not concerned with the latest "hot stock." Our basic approach to investing is tried and true; we recommend proven investment managers within the context of a diversified portfolio that should serve you well over time.
While we often communicate with clients over the phone or through e-mail, we prefer to meet in person. You get to know us better, and we get to know you better. Over time we strive to build your trust in us and our expertise.
No surprises. Generally we are compensated in a way that gives you flexibility and creates an incentive for us to provide a high level of ongoing service.
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