Orange Beach, AL Office

NewSong provides investment management and ongoing financial planning to individuals (including high-net-worth clients), trusts, pension plans, charitable organizations, and business entities, delivering portfolio management, retirement-plan consulting, and access to a digital financial-planning portal. Its advice covers a broad set of asset classes, including equities, mutual funds, ETFs, fixed income, limited cryptocurrency exposure (bitcoin and ethereum), and, where appropriate, options and other derivative instruments.

The firm generally manages client portfolios on a discretionary basis and customizes strategies to each client’s investment objectives, risk tolerance, and any stated restrictions, memorializing terms in written agreements and conducting periodic reviews. Risk management is integrated into the process, and NewSong’s playbook can include long- and short-term positions, trading, option-writing, and the use of margin or borrowing as appropriate for client accounts.

Compared with many peers, NewSong combines traditional AUM-based portfolio management with an ongoing, subscription-style financial planning arrangement rather than one-off advice, and it explicitly permits the use of borrowing/margin and derivatives in client accounts — practices that are less common among supported firms. The firm also emphasizes electronic custody and client access through its custodian’s platform and documents its discretion and reporting procedures in its advisory agreements.