NI ADVISORS

Overview

NI Advisors operates as a small, independent broker-dealer and insurance broker that focuses on serving individual and family clients. The firm is organized as a corporation and has been SEC-registered since 2005. Its advisory work centers on financial planning, portfolio management for individuals and small businesses, and the selection of sub-advisers when appropriate. Fee arrangements are flexible — the practice uses a mix of percentage-of-AUM fees, hourly charges, fixed fees and other billing structures — which allows it to tailor pricing to client needs. Investment behavior is equity-forward: the firm shows a clear preference for exchange-traded equities as the primary building block of client portfolios. NI Advisors also acts as a capital allocator, placing client capital with third-party managers when a strategy calls for external expertise. As an insurance broker, the firm integrates insurance products into client plans, most notably annuities, to address income planning and risk-transfer objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices