At New Market Wealth, we know that the best advice comes from viewing a person’s entire financial picture.
We take a holistic view of our clients’ portfolios, analyzing all key aspects of their financial lives, whether they invest all their assets with New Market Wealth or only a portion. When clients come to us, they have the peace of mind knowing that they are working with an SEC-registered fiduciary committed to the highest standards—what’s in their best interests. In fact, we are one of only a small number of RIAs that generate 100% of revenue solely through fees, not commissions.
New Market Wealth is built on a simple premise:
private clients should have access to the same management strategies, research and unbiased approach employed by large institutions, pension funds and endowments.
Large institutions have access to a whole universe of alternative (or complementary) investments—everything outside of stocks and bonds. We believe private clients should have exposure to the same opportunities. With unlimited access to research, analysis and due diligence from Cliffwater LLC, a leading institutional research firm, we have the resources to evaluate complex opportunities, creating customized asset allocations that align with each client’s level of risk and financial goals. Ultimately, we will never stop working to protect our clients, safeguarding their investments as closely as we do our own.