New Perspectives, Inc.

James Gerhart is a Series 65-licensed financial advisor at New Perspectives, Inc. with one year of industry experience. Prior to joining New Perspectives, he worked for the University of Southern Mississippi Foundation and held roles at Pixoul and the University of Southern Mississippi. New Perspectives, Inc. serves individuals, trusts, small businesses, and foundations by providing financial planning, discretionary portfolio management, and financial consulting. The firm emphasizes a long-term, buy-and-hold investment approach with fundamental analysis and uses no-load mutual funds and ETFs for diversification.

Meredith Drake is a financial advisor at New Perspectives, Inc. with three years of industry experience. She holds a Series 65 credential and has previously worked at Parkway Church and Germantown High School. New Perspectives, Inc. serves individuals, trusts, small businesses, and foundations by providing financial planning, discretionary portfolio management, periodic publications, and other financial consulting. The firm follows a long-term, buy-and-hold investment approach that emphasizes fundamental analysis and diversification through no-load mutual funds and ETFs, offering both discretionary management and hourly consulting services.

Nancy Anderson is a CFA® charterholder with 23 years of industry experience. She has been with New Perspectives, Inc. since 1993 and is a part owner of the firm. Anderson is also an Associate Professor of Finance at Mississippi College, where she chairs the Retirement Committee and sponsors the investment club. She served on the board of the Mississippi Council of Economic Education from 2011 to 2014. New Perspectives, Inc. serves individuals, trusts, small businesses, and foundations by providing financial planning, discretionary portfolio management, and financial consulting. The firm emphasizes a long-term, buy-and-hold investment approach, tailoring portfolios to client objectives and risk tolerance while using fundamental analysis and diversified funds.

Joshua Taff is a CFA® charterholder with 14 years of industry experience. He has been with New Perspectives, Inc. since 2011. New Perspectives, Inc. serves individuals, trusts, small businesses, and foundations by providing financial planning, discretionary portfolio management, and financial consulting. The firm emphasizes a long-term, buy-and-hold investment approach with portfolios tailored to client objectives and risk tolerance, managing roughly $300 million with four advisors.