NIKOLAUS SMITHER, CFA
974
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Wealth Management Lexington Kentucky

PROFESSIONAL EXPERIENCE

Years in the financial services industry
8
Years investment management
6

EDUCATION

University of Kentucky (B.A. in Business-Marketing)
CFA Charterholder

NIKOLAUS SMITHER, CFA

Contact Info

Assistant Vice President
Portfolio Manager

859-963-4209

Primary Responsibilities:

  •  Consults with clients on investment policy design, portfolio construction, market conditions, and spending policies in concurrence with WealthSouth’s personalized financial planning.
  •  Execution of portfolio and ongoing investment management of private individuals, non-profit, employee benefit plans and corporate investment relationships.
  •  Asset class, asset category, asset type, individual security and manager selection.

Core Philosophy

You cannot predict but you can prepare. I am committed to a disciplined investment strategy that will prepare our clients to better reach their goals.

FOR CONTACT INFORMATION