Warnke/Nichols Ltd. is an independent, privately-owned money management firm. We manage equity and balanced investment accounts on a fee-only basis for individuals, families, retirement plan sponsors, and nonprofit organizations. Founded in June 1993, Warnke/Nichols is registered with the U.S. Securities and Exchange Commission.

OUR MISSION is to provide clients with satisfactory long-term investment results consistent with preservation of capital, through the consistent application of a VALUE-oriented investment approach.

Our greatest strengths, as told by our long-time clients, include our focused and disciplined investment approach, personalized attention, and unmatched integrity and honesty. We believe these values, above all else, serve to bolster a winning combination that benefits the needs of our clients.

• Individuals

Individuals who have accumulated or inherited wealth and wish to preserve it, create an income from it, and/or pass it on to heirs.

Please refer to our “Client Relationship Summary” (CRS) that provides information about our firm:

SEC Form CRS – 20230823

• Companies

Companies that offer participation in retirement plans (pension, profit-sharing, 401(k)) as a significant employee benefit.

• Nonprofit Organizations

Nonprofit organizations that need to fund grants and ongoing operations through an endowment or charitable contributions.

These individuals, families, officers, directors, trustees, and their advisors need money management because they don’t have the time, interest, education, experience, or temperament to manage their investments.