Ridgeland, MS Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
New Perspectives, Inc.
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Firm-wide stats for New Perspectives, Inc.
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.
Based on New Perspectives, Inc.
Expertise
Based on New Perspectives, Inc.
Location
303 Highland Pk Cove, Suite B
Ridgeland MS 39157
Advisors at this office
3
Advisors at this office
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.
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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