Nicholas Co Inc

Nicholas Company, Inc. is a privately owned independent investment advisory firm founded in 1967 and based in Milwaukee, Wisconsin. The firm specializes in managing assets for domestic institutions, individual investors, and Registered Investment Advisors through separately managed accounts and the Nicholas Family of Funds. Their investment philosophy focuses on long-term returns by investing in small-, mid-, and large-sized companies at reasonable prices. Nicholas offers equity strategies such as Multi-cap Growth, Mid-cap Growth, Small-cap Growth, and Equity Income. The firm typically provides investment management services on a discretionary basis and does not offer financial planning services. The minimum initial investment for a discretionary account is generally $1 million, but lower initial investments may be accepted based on additional investment potential. Nicholas charges management fees based on a tiered fee schedule for separately managed accounts. The firm may also participate in wrap fee programs, where clients pay a fee to the Program Sponsor for combined services. Nicholas may accept performance-based fees from qualified clients with investments of $75,000,000 or more. The firm may engage in side-by-side management, where accounts with performance-based fees may receive different investment recommendations than those with asset-based fees. Nicholas follows a disciplined investment approach based on fundamental research and aims to provide stability and downside protection for client portfolios. The firm does not have any legal or disciplinary events to report.