Nick Marchi is one of the founders of HMB Financial of Raymond James Ltd. With over 10 financial advisors on the team, HMB is the largest independent financial services office with Raymond James in Canada.
With over 15 years of experience in the financial services industry, Nick advises clients on a broad range of investing and planning strategies.
All portfolios are designed with the primary focus on capital preservation and absolute returns.
Starting with a top-down macro view, Nick employs socionomics (the study of the interrelation between economics and social behaviour), technical analysis, and independent third-party research. This approach often results in strategies and portfolios that are contrary to current consensus thinking and help to reduce downside risk and enhance returns.
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