A complete list of active advisors currently associated with New Perspectives, Inc.

Warmer can help you find a great advisor at New Perspectives, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at New Perspectives, Inc., 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.