Building an ETF Suite from a Wealth Practice | David Nicholas

About this episode

David Nicholas discusses building an ETF suite from his wealth practice and the origins of Nicholas X Funds during COVID.

David Nicholas, founder of Nicholas X Funds and a financial advisor with nearly 20 years of experience running a private wealth practice in Atlanta, joins the show to break down how he's building one of the more ambitious ETF suites in the smaller issuer space. David walks through the origin story of X Funds, which started during COVID when he saw an opportunity to recreate insurance company balance sheets in a liquid ETF wrapper. His first fund FIAX was designed as a liquid alternative to fi...

People in this episode

Host: Brad Roth

Guest: David Nicholas

Topics covered

• ETF suite
• wealth management
• financial advising
• investment strategies
• entrepreneurship

Keywords

• ETF
• wealth practice
• financial advisor
• investment
• liquid alternative

Mentioned in this episode

Organizations: Nicholas X Funds

Products: FIAX

Places: Atlanta

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