Risk Control

Sound investment policy is about risk management. The first question any investor should ask is, "How much can I afford to lose?"  All other decisions should be based upon this answer. This is the mentality we employ when designing and managing wealth.

Risk can be defined and measured in many ways – we believe the most important aspect of controlling risk is by aiming to limit the exposure of our investors’ capital to a large loss.



Sequence of Returns  


Check the background of this firm on FINRA’s BrokerCheck

Nicotera Wealth Management

313 Ushers Road, Ballston Lake, NY 12019
Phone: (518) 877-6600 or (888) 536-9477
Fax: (518) 877-6733
Securities and advisory services offered through LPL Financial,
a Registered Investment Advisor, Member FINRA/SIPC
LPL Financial does not offer, supervise or endorse the other client services DBA may offer.

No strategy ensures against loss. Quantitative information is based on historical data and is subject to error. Past performance does not guarantee future results.

No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdiction. Registered Representatives of LPL Financial whose identities and associations with Nicotera Wealth Management are disclosed on this site may only discuss securities or transact business with persons who are residents of the following states: CA, CT,  DC, FL, GA, IL, MA, MD, ME, NC, NJ, NY,  OH, SC

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