Copyright
2005,
New Perspectives, Inc.
All rights reserved
Independent
Advice
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 $200 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.
Expert
Counselor
Above
is a clip from Nancy's weekly spot on WLBT's Midday
Mississippi. Her segment, called Midday Money, discusses
various financial topics ranging from credit card debt to IRAs
and everything in between. Be sure to catch Nancy's Midday
Money segment on WLBT every Thursday at noon.
Nancy Lottridge Anderson,
Ph.D.,CFA, of New
Perspectives, Inc.
has been named by Worth Magazine as one
of the nation's top 250 financial advisors for two years.
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 nanderson@newper.com.
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 Assistant Professor of Finance at
Mississippi College.
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.
Personal
Service
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.
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, any changes that took place
during quarter, and 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.
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 $200 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.
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. 
