Our Process

Founded by Nick Giacoumakis in 1995, NEIRG helps clients with investment management,
personal wealth management and business succession planning.

NEIRG provides expert resources with a concierge touch.

 

Our client service approach at NEIRG Wealth Management sets us apart from other wealth managers. We take a layered approach to client service, which means that we bring professionals from planning, investments, and client services together to provide deep resources with a concierge touch.

We have built a scalable investment management process that allows our clients to realize the benefits of a customized portfolio.

 

We Help Clients Through Our Holistic View

Our holistic view, adherence to proven investment principles, specialized knowledge, and dedication to protecting what you value most has earned us a reputation for results. It is why our clients entrust us to guide their own financial lives and why they recommend us to their families and friends.

We consider every aspect of your unique circumstances to forge a well-crafted plan that addresses your full financial picture and is able to withstand the changing elements of the business and financial world

Our Personal Wealth Management Process

Create and Grow Wealth

We work closely with you to determine your risk tolerance and establish return objectives to help achieve your financial goals.

Protect and Preserve Wealth

We monitor your overall investment portfolio allocation and diversification to mitigate unnecessary risks as we work toward your goals and objectives.

Plan for Distribution of Wealth During Lifetime

We work with you to prepare strategies for gifting to heirs, children or charitable sources to achieve your goals for distribution.

Plan for Distribution of Wealth Upon Death

We collaborate with your estate planning professionals to help build a plan to distribute wealth at death to minimize the taxable estate while leaving maximum desired assets to heirs or charitable organizations.

Our Investment Process

Experienced Investment Committee

Investment Committee consisting of senior members from across the Firm meets weekly to review capital markets, internal and external research, and direct investment portfolio decisions. The Investment Committee crafts the investment-related communication for the Firm and our clients.

Managed Model Strategies

NIERG manages client assets through inhouse-managed investment models. These models rage from conservative and capital preservation to aggressive and all-equity based. Our diversified (equity and fixed income) strategies range from 25% equity/75% fixed income up to 75% equity/25% stock. Our all-equity strategies cut across investment style and market capitalization.

Model Construction and Tax Efficiency

At our core, we are asset allocators. Our objective is to excel in managing asset allocation and managing the managers. Model portfolios are built and maintained using a combination of mutual funds, exchange traded funds (ETFs), and individual equity securities. ETFs and stocks can provide broad or targeted exposure in a tax sensitive manner, while mutual funds allow us to tap in the expertise of sophisticated, active managers.

Alternatives and Private Investments

When working with high net worth clients, we will frequently allocate a portion of their investment portfolio to alternatives and private investments.