New Perspectives, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$301,145,317
Clients
414
Advisors
4
across 2 offices
About
New Perspectives, Inc. serves individuals, trusts, small businesses and foundations, offering financial planning, discretionary portfolio management, periodic publications and other financial consulting. The firm works with both managed accounts and non‑managed clients, providing hourly consulting engagements in addition to ongoing asset management.
The firm tailors portfolios to client objectives and risk tolerance and follows a long‑term, buy‑and‑hold orientation that emphasizes fundamental analysis for individual securities while using primarily no‑load mutual funds and ETFs for diversification. Accounts are reviewed monthly with daily monitoring of individual holdings, and the firm seeks to limit trading frequency and rebalance according to its broad economic outlook.
Noteworthy features include its longevity and scale for a small adviser—founded in 1993 and managing roughly $300 million with four advisors—and advanced professional credentials among its principals (including CFA, CIPM and a Ph.D.). The firm also publishes materials that generate book royalties, maintains board and community involvement, has no stated account minimum, and offers both discretionary management and hourly, non‑discretionary consulting, which are less common combinations among peers.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% Next $1,000,000 - $2,000,000: 0.75% Next $3,000,000 - $5,000,000: 0.50% Amounts above $5,000,000+: 0.25%
$425 per hour for Nancy Anderson and Ryder Taff; $150 per hour for Meredith DeLaune; other consulting fees negotiated
Minimum fee: Minimum $2,500 annual fee (negotiable)
Main office
See office303 Highland Pk Cove, Suite B
Ridgeland MS 39157
Advisors at this office
3
Offices (2)
Most active in
Alabama · California · Colorado · Florida · Louisiana · Maryland · Mississippi · North Carolina · Tennessee
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
James G
Series 65
Ridgeland, MS
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 D
Series 65
Asheville, NC
New Perspectives, Inc.
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 A
CFA®
Ridgeland, MS
New Perspectives, Inc.
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 T
CFA®, Series 65
Ridgeland, MS
New Perspectives, Inc.
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.
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