Affluent Families Benefit from Coordinated, Client-Focused Investments
Amid the economic crisis of 2008/2009, the timing seemed risky for financial advisor Nilos T. Sakellariou, CFM, to launch his independent wealth management practice. Sakellariou’s gut instinct, however, told him it was the ideal time to walk away from the world of mega-sized wealth management firms whose investing strategies are often driven by sales quotas.
Typically, advisors who leave large firms also leave behind a significant number of their clients. Not so for Sakellariou, who was a 20-year veteran of the industry with a long track record of maintaining client relationships through both good and bad times. In 2008 when other advisors struggled to keep clients due to market losses, Sakellariou ranked in the top 1% of all Merrill Advisors on both client retention and client acquisition, without losing a single household during that difficult year for the industry. When the doors of NTS Bearing - Total Wealth Management opened the following year, his clientele of high networth and prominent families remained intact – a testament to the high-value his clients placed on his prudent advice and consistent service over time.
Today, Sakellariou continues to counsel his clients with his expertise in the areas of investments, planning, taxation, trusts and estates. Sakellariou graduated with Honors in the field of Economics from The College of Wooster and has a strong background in both Mathematics and Statistics. He also earned the prestigious designation of Certified Financial Manager (CFM), a Merrill Lynch certification that addresses the needs of business owners in addition to the advanced planning needs of highnet worth families. Among his peers, Sakellariou is highly respected for his overall professionalism and his expertise in the areas of retirement/financial planning, portfolio structure, asset allocation, asset placement and security selection.
Likewise, Sakellariou’s full-time partners have met the stringent requirements of Certified Financial Planner, Certified Public Accountant and Personal Financial Specialist, the last of which is a credential granted only to CPAs with significant personal financial planning education and experience.
NTS Bearing - Total Wealth Management is a registered office of Arete Wealth Management, LLC, FINRA, SIPC, NFA. Arete Wealth is a full-service Broker-Dealer, Registered Investment Advisor and Insurance firm that offers wealth management for high-net worth individuals and institutions, alternative investments, venture capital and private equity programs, all which complement Sakellariou’s diversified investment strategies. He has consistently earned the title of “Elite Advisor” from Arete Wealth, an annual recognition bestowed upon the firm’s top financial advisors.
Sakellariou’s overall investment process has always set him apart from the average advisor. From the beginning of his career, he has focused on helping clients employ an investment methodology often referred to as Endowment Theory. This is a multi-asset class investment approach that includes a client determined Risk Budget. Endowment Theory is most commonly practiced by institutions and endowment funds, which are often cited as having some of the highest risk-adjusted investment returns over time. Since the early 2000’s, Nilos has also been among the top US advisors in securing Institutional Oriented Private Equity and Hedge Funds for his qualified clients’ portfolios. Some of these specialized investment opportunities are closed to new investors or are over-subscribed by institutional investors. However, Sakellariou’s long history of investing in this space and his strong industry relationships have resulted in him often getting a call when one of these investment opportunities opens up.
Sakellariou has also built his practice following the “Family Office” model. As such, financial decisions are made with the entire family’s goals and objectives represented.
Customized investment strategies blended specifically to match your lifestyle.
Capital Preservation & Liquidity
FDIC-Insured Money Markets Accounts
Money Market Funds
FDIC-Insured Short-Term Certificates of Deposit
Capital Stability & Income
State Municipal Bonds
Fixed & Variable Annuities
Exchange-Traded Index Funds
Separately Managed Accounts
*Available to Qualified Investors Only
As Seen in Kiplinger
NTS Bearing - Total Wealth Management
61 Cornhill Street
Annapolis, MD 21401
(410) 263-1313 | NTSBearing.com
Securities offered through Arete Wealth Management, LLC. Member FINRA, NFA, SIPC.