A complete list of active advisors currently associated with New World Advisors LLC

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

New World provides discretionary investment management, financial planning, and 3(21) retirement plan advisory services for individuals, high-net-worth clients, trusts, estates, and charitable organizations. Portfolios are typically built with low-cost, diversified mutual funds and ETFs, though the firm may also use individual stocks, bonds, options, REITs, limited partnerships and oil-and-gas interests to meet client objectives. The firm’s investment process relies on fundamental analysis, internal due diligence, and a primarily long-term orientation while allowing for shorter-term trades or rebalancing to address client needs or market conditions. New World conducts regular monitoring and reviews and provides clients with periodic reports on holdings, allocations and performance; its materials may also present historical performance and hypothetical performance illustrations. Noteworthy aspects relative to peers include the firm’s large asset base—approximately $885 million—managed by a small advisory team, resulting in an unusually high amount of assets per advisor. The brochure also discloses potential conflicts and operational features that distinguish the firm: some advisory personnel are licensed insurance professionals and the firm maintains an institutional relationship with a major custodian that provides economic benefits, and its client roster is oriented toward high-net-worth relationships rather than mass-market retail clients.

To learn more about the advisors currently working at New World Advisors 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.