Money Management
We tailor individual portfolios to meet your needs.
Financial Planning
We look at the whole picture of your financial situation.
Business Retirement Planning
We can assist you in setting up and managing retirement plans for your small business.
At New Perspectives, our process begins with you.
From the beginning, we develop a financial plan with your personal needs in mind. We work with each client to develop a personal investment plan to suit your needs and desires. We carefully select individual securities for each client and review accounts regularly.
At New Perspectives, personal service is the standard. Whether it's through face-to-face meetings, phone conversations, snail mail or email, our goal is to keep you informed about everything that affects your account.
We are fee only advisors. We are not salesmen. We are independent advisors, free to choose the best investment options for you, without the conflicts of interest that often come when dealing with commission brokers.
Initial Consultation
Your initial consultation helps us determine your needs, objectives and risk tolerance.
Your Portfolio
We tailor a diversified, balanced portfolio to meet your needs. We monitor all accounts monthly and individual securities daily.
Quarterly Updates
Each quarter, you receive a report detailing positions, transactions and a rate of return in your accounts.
Access
As long as you are our client, we keep an open line of communication with you. We are always available to assist with other financial or investment matters.
Whole Financial Picture
We consider your whole financial picture and will work with your CPA or attorney to minimize tax implications and maximize your net worth.
Long-Term View
We keep a long-term, buy and hold process that reduces trading costs and takes advantage of short term opportunity.
Low Cost Funds
We use very low cost funds, which minimize your cost and maximize your returns.
Communication
Communication is key to our relationship. We publish a newsletter and regularly update a blog for you to follow our thinking. Of course we are always available for a chat.
