Profil
Mr. Nicholas F.
Kaiser, CFA MBA, is a Founder & Global Strategist at Saturna Capital Corp.
and a President at Saturna Investment Trust.
He is on the Board of Directors at Shawnigan Lake School.
He is the firm's global investment strategist.
He serves the firm's mutual funds as trustee, president, and equity portfolio manager.
Mr. Kaiser purchased control of Unified Management Corporation (Indianapolis) in 1976, and built it into a mid-sized investment management and brokerage firm.
After selling Unified to a major insurance company, he returned to Bellingham and founded Saturna Capital in 1989.
His industry activities include service with the Investment Company Institute (past Governor), CFA Institute (past chapter president), Financial Planning Association (past chapter president), and No-Load Mutual Fund Association (past national president).
Mr. Kaiser graduated from Yale College, with a degree in economics and obtained his MBA from the University of Chicago in 1968, with dual majors in International Economics and Finance.
He is a Chartered Financial Analyst.
Anciens postes connus de Nicholas Ferguson Kaiser
| Sociétés | Poste | Fin |
|---|---|---|
Saturna Capital Corp.
Saturna Capital Corp. Investment ManagersFinance Saturna Capital is primarily a long-term investor that seeks to preserve and grow clients’ capital over time. They believe that for the long-term investor, equity securities are the best investment option, but they also recognize that bonds or cash equivalents may be better suited in certain situations. Therefore, the firm also offers advice on most securities commonly held in US investment accounts: domestic and foreign common and preferred stocks; government, corporate and municipal bonds; mutual funds; convertible securities; warrants; exchange-traded option contracts; and partnership interests. | Fondateur | 25/07/2025 |
Saturna Investment Trust
Saturna Investment Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | President | 25/07/2025 |
Shawnigan Lake School
Shawnigan Lake School Other Consumer ServicesConsumer Services Operates a boarding school | Directeur/Membre du Conseil | 25/07/2025 |
Unified Management Corp.
Unified Management Corp. Personnel ServicesCommercial Services Provides temporary employee services | Directeur/Membre du Conseil | 01/01/1989 |
Formation de Nicholas Ferguson Kaiser
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Saturna Investment Trust
Saturna Investment Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
Saturna Capital Corp.
Saturna Capital Corp. Investment ManagersFinance Saturna Capital is primarily a long-term investor that seeks to preserve and grow clients’ capital over time. They believe that for the long-term investor, equity securities are the best investment option, but they also recognize that bonds or cash equivalents may be better suited in certain situations. Therefore, the firm also offers advice on most securities commonly held in US investment accounts: domestic and foreign common and preferred stocks; government, corporate and municipal bonds; mutual funds; convertible securities; warrants; exchange-traded option contracts; and partnership interests. | Finance |
Unified Management Corp.
Unified Management Corp. Personnel ServicesCommercial Services Provides temporary employee services | Commercial Services |
The University of Chicago
The University of Chicago Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Yale University
Yale University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Shawnigan Lake School
Shawnigan Lake School Other Consumer ServicesConsumer Services Operates a boarding school | Consumer Services |
















