Niles Asset Management, Inc. (NAM) is a private investment advisory/consulting service, located in northern New York State. The company was established in 1991. Unlike most other investment services in the area, Niles Asset Management, Inc. is an independent portfolio manager. The company provides discretionary investment management services to individuals, pension plans, trusts, and endowments.
Since Niles Asset Management, Inc. is an independent company, locally owned and operated, all decisions are made in the North Country. The company also provides asset liability management services to financial institutions. There are three offices, and a data operations center. Offices are located in Brushton, New York, Canton, New York, and Plattsburgh, New York.
Since Niles Asset Management, Inc. is an independent company, locally owned and operated, all decisions are made in the North Country. The company also provides asset liability management services to financial institutions. There are three offices, and a data operations center. Offices are located in Brushton, New York, Canton, New York, and Plattsburgh, New York.
Services
Niles Asset Management, Inc. provides Asset/Liability and Risk Management services to financial institutions, including banks, thrifts, and credit unions. As part of this process, Niles Asset Management, Inc. develops and maintains a comprehensive Asset/Liability modeling process designed to assist companies in the development of sound strategic decision making.
Niles Asset Management, Inc. provides discretionary portfolio management services for individuals, pension plans, trusts, and endowments. Our motto is "Building Wealth Through Disciplined Asset Management". We do not sell investment products as traditional stock and insurance brokers, but rather we manage assets based on the individual needs of our clients.
Niles Asset Management, Inc. offers income tax preparation, particularly for individuals and small business clients. This complements the services provided through the wealth management division, and offers clients the simplicity of having investments and taxes managed together as part of the wealth management process.
One of the primary tools used by Niles Asset Management is that of a retirement planning technology platform. This technology assists in developing a retirement forecast for the client. It helps determine whether the client has sufficient assets to meet his or her retirement goals, and if not what changes/strategies should be implemented to help the client achieve those goals.
Terry L. Niles established Niles Asset Management, Inc. in 1991. He has been a lifelong resident of Northern New York, and currently lives in Brushton, New York. Terry graduated from St. Lawrence University in Canton, New York in 1976. For the next 15 years, Terry worked for a commercial bank, during which time he was responsible for managing the institution's investment portfolio.
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