A complete list of active advisors currently associated with New Era Investments LLC

Warmer can help you find a great advisor at New Era Investments LLC or one who fits your needs even better.

New Era Investments LLC advises individuals and high-net-worth clients, offering ongoing portfolio management and financial planning services. The firm prepares written investment policy statements for each client and provides discretionary management on an ongoing basis, including the selection of third‑party money managers when appropriate. The firm’s investment approach references modern portfolio theory and uses both long‑ and short‑term trading strategies across mutual funds, ETFs, annuities, private placements and non‑U.S. securities. NEILLC may implement strategies through third‑party advisers available on custody platforms and conducts periodic (at least quarterly) account reviews to align portfolios with client risk tolerance and objectives. Compared with many peers, the firm serves an unusually large number of clients relative to its advisor headcount, resulting in a high client‑to‑advisor ratio. It is also structured to conduct insurance agency activities and its supervised persons are licensed to sell insurance and annuity products (and the firm discloses these affiliations and potential conflicts), and it has disclosed other related business interests and recently added financial planning services and third‑party manager relationships.

To learn more about the advisors currently working at New Era Investments LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.