Why Catalyst Investment Management?
If you’re like most Americans, you may not feel overly confident in your current retirement plan. You might find all the decisions you have to make regarding investments, portfolio diversification, taxes, cash flow, Social Security, and more overwhelming—to say the least.
How are you to know where to start, who to ask for advice, and whose recommendations you can rely on? Your situation is entirely unique, so you can’t just follow the same steps your parents did when it comes to portfolio management and retirement planning.
That’s where we come in.
At Catalyst Investment Management our aim is to provide you with financial peace of mind through market wisdom, integrity, and strong personal relationships. We strive to relentlessly champion your dreams and give you the tools you need to be successful financially by offering investment management, risk mitigation, financial planning, and retirement planning.
We’d like to welcome you to learn more about Our Services & Fees, Our Process, and How We Help before you make a decision. When you’re ready, we’re ready.
Financial Services
Our History
Nick’s passion for investing began in high school while reading The Wall Street Journal. He made his first stock investments during college and became a licensed stockbroker in 1984. His career path led him to Charles Schwab and Company, where he served as both a trader and branch manager. At Schwab, he went on to lead the national branch manager development program and contributed to several strategic initiatives that enhanced the company’s advice and financial planning capabilities.
During his tenure at Schwab, Nick earned multiple Chairman’s Club awards and received the Annual Excellence in Service award for his innovative approaches to client retention.
In 2018, Nick founded Catalyst Investment Management as an independent registered investment advisor based in New Hampshire. The firm has since expanded to serve clients across the United States. In 2023, Catalyst Investment Management achieved a significant milestone by becoming an SEC Registered Investment Advisory firm.
Mission Statement
Our aim is to provide our clients with financial peace of mind through market wisdom, integrity and strong personal relationships.
