A complete list of active advisors currently associated with Newbury Capital Management, LLC
Warmer can help you find a great advisor at Newbury Capital Management, LLC or one who fits your needs even better.
Newbury Capital Management serves individual and high‑net‑worth clients, as well as trusts, retirement plans and business entities, through discretionary and non‑discretionary asset management and retirement plan consulting. The firm manages a multi‑hundred‑million dollar portfolio for several hundred accounts and provides tailored portfolios that may include individual stocks, bonds, ETFs, options, mutual funds and certain private investments. The firm emphasizes continuous portfolio supervision and individualized asset allocation, using fundamental, technical and quantitative analysis to construct and rebalance accounts at least quarterly. Newbury typically implements percentage‑of‑assets advisory arrangements and generally does not permit broad client‑imposed security restrictions, while retaining the ability to use cash, cash equivalents and margin where appropriate. A relatively uncommon feature for a firm of this size is that one or more supervised persons maintain securities and insurance licenses with an affiliated broker‑dealer and may offer commissionable insurance or securities products, which can create potential conflicts of interest even though the firm itself does not sell commission securities as an entity. The firm also provides ongoing retirement plan consulting and acknowledges ERISA fiduciary responsibilities for plan engagements, and it recommends a single major custodian while disclosing receipt of certain custodial‑provided services that may benefit the firm.
To learn more about the advisors currently working at Newbury Capital Management, 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.
You can also browse Newbury Capital Management, LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
South Pasadena, CA
| 22
| |
South Pasadena, CA
| 29
| |
South Pasadena, CA
| 29
| |
Roseville, CA
| 13
|
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