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Nancy Lottridge Anderson is the President of New Perspectives, Inc. For the past fifteen years, she has operated her own independent investment counseling firm. Added to this, she completed her Ph.D. in Business Administration with a concentration in Finance from Mississippi State University in 2008. She received her designation as a Chartered Financial Analyst in 1996. Nancy is a regular member of the local chapter of the Financial Analyst Federation, having served as President. She is a panelist on the radio program "Money Talks" on Mississippi Public Broadcasting and is also a regular columnist for The Mississippi Business Journal. In addition, she is an Associate Professor of Finance at Mississippi College.
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From the beginning, we develop a financial plan with your personal needs in mind. Each portfolio is tailor-made and is monitored to meet your objectives. You'll receive quarterly reports, detailing the positions held in your account and any changes that took place that quarter and showing the rate of return earned on the account. You'll receive a bi-monthly newsletter, addressing everything from new tax regulations to investment and savings tips. If you would like to begin receiving our newsletter, go to our Contact page and request the newsletter when you fill out the form. We'll send you news and journal articles on your investments. We'll call you with ideas and suggestions. We'll send you e-mails to let you know about developments on your account. When it comes to your investments, we know what we're doing, but we won't rest until YOU rest easy.
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New
Perspectives, Inc. is a fee-only investment
management/financial planning firm. We are an
alternative to commission brokers. The firm uses discount
brokerages for transactions involving stocks, bonds, and
many mutual funds. Some funds may be accessed directly.
We receive no compensation from the broker or the mutual
funds. All mutual funds recommended are pure no-loads,
having no commissions. Clients may elect to receive one-time advice, in which case
fees will be charged on an hourly basis at $150 per hour.
Should clients elect to have the firm manage their accounts on
an on-going basis, they will be charged 1.00% of asset
valuation annually. This ensures that the firm acts in
the best interest of the client. We are consultants,
not salesmen.
Nancy Lottridge Anderson,
Ph.D.,CFA, of New
Perspectives, Inc. was named by Worth Magazine as one
of the nation's top 250 financial advisors for 2002.
This is the second year in a row she has been named on this
list. In 2005, Nancy was named as one of Mississippi's
Top 50 Business Women for the Year. For a reprint of
these listings, please contact us
at 
While
working on her doctoral candidacy at MSU,
Nancy has been recognized for her scholarship. 
Nancy
Lottridge Anderson,
CFA and Michael J. Highfield, Ph.D., CFA received the
Outstanding Faculty-Doctoral Student Collaboration Research
Award this year from Mississippi State University.
Highfield is a Finance professor at MSU. Anderson is a
Finance doctoral student. Their paper, "Beyond
the Expense Ratio: An Examination of Access-Related
Fees in Mutual Funds," has also been accepted for
presentation at the national conference for the Financial
Management Association in Salt Lake City in October of 2006.
At New Perspectives,
personal service is the standard. Whether it's through
face-to-face meetings, phone conversations, snail mail or
e-mail, our goal is to keep you informed about everything that
affects your
account. |
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