A complete list of active advisors currently associated with Newman Dignan & Sheerar, Inc.

Warmer can help you find a great advisor at Newman Dignan & Sheerar, Inc. or one who fits your needs even better.

Newman Dignan & Sheerar provides discretionary investment management, financial planning, retirement plan consulting (including ERISA Section 3(21) services) and standalone consulting to individuals (including high-net-worth clients), pension and profit-sharing plans, trusts, estates, business entities and charitable organizations. The firm also advises on private investment funds and includes legacy or client-directed holdings as part of its managed portfolios. Portfolios are tailored to each client’s objectives and typically allocate among individual equities, fixed income, mutual funds and ETFs (including inverse and leveraged ETFs), and may include structured notes and ETNs. The firm implements a range of strategies — including options (such as covered calls), margin strategies, interval funds and other less-liquid instruments — generally on a discretionary basis, but it states that borrowing (margin) and certain derivative strategies are employed only in limited circumstances with client authorization. Several practices are noteworthy relative to peers: the firm discloses the use of compensated promoters for client introductions (an endorsement-type arrangement), and it explicitly permits the use of derivatives and borrowing within managed accounts when client-directed. The brochure also highlights use of DFA funds that require adviser approval, an AI policy for analytical tools, and the inclusion of private fund investments and structured products in its advisory program.

To learn more about the advisors currently working at Newman Dignan & Sheerar, 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.