We Work for You
While we manage your investments, we are available for any financial needs you have.
Our philosophy is to develop a holistic financial plan built around your needs and goals. We keep a long term outlook and a disciplined investment process to protect your investments and meet your goals. 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 take your privacy and security seriously. Your accounts are protected in a number of ways against fraud, theft, tax and natural disasters. Click here to read more about how your accounts are protected.
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. View our contract here.