Helping individuals and families achieve their financial and life goals means navigating the complexities of the global markets and adhering to a long-term investment strategy. This responsibility continues to motivate Nick Boyer after a 15+ year career in the investment management industry. Nick’s clients rely on his deep understanding of macroeconomics and capital markets and his ability to contextualize global events within their personal financial situations.
As Partner, Chief Investment Officer and Executive Vice President, Nick directs the firm’s wealth management and financial planning service offerings and oversees investment philosophy and portfolio strategy for more than $1.4 billion of assets under management.
Since working at a leading investment research and brokerage firm earlier in his career, Nick continues to research and focus on emerging technologies and business models, particularly venture capital opportunities, private equity investments and other alternative investment vehicles, and their impact on markets and the economy. He is a key member of RKL’s blockchain study group focused on assessing and absorbing the impact of this significant technological development on the firm and its business clients.
Nick is a U.S. Marine and combat veteran, having served in a special operations unit in Afghanistan as part of Operation Enduring Freedom.
“My priority is to educate my clients about global events, help reduce the stress that comes with investing and keep them focused on their long-term financial objectives.”
Nick lives in Lancaster with his family. He enjoys reading, traveling, sports and shooting.