portfolio management arrangements
Portfolio analysis & design
At New Outlook Wealth, investment advice flows entirely from Portfolio Managers under direct supervision of asset management firms we do business with. Our Advisors focus exclusively on financial planning and the client relationship . This is a defining characteristic of the model we follow and is core to the NOW Advantage.
Portfolio Managers are held to the highest standards of client fiduciary duty in the financial services industry - which means they must always provide advice and recommendations that are in the best interests of the client.
Which Portfolio Managers do we do business with?
BCV provides its clients with a genuinely red carpet investment experience. By using Separately Managed Accounts (SMAs) rather than mutual funds, BCV can offer its clients a vastly more transparent experience that is flexible, highly customized, and significantly more tax efficient.
BCV is an asset management firm dedicated to building and protecting client wealth, seeking to maximize long-term returns while minimizing risk. BCV offers an alternative to mass-market investment products, creating customized investment portfolios within SMAs.
BCV provides a high level of personalized and professional service and ensure that clients have a direct relationship with the Portfolio Manager entrusted with managing their wealth. BCV is able to provide this discretionary portfolio management service to investors whose household has a minimum of 300 thousand dollars of investable assets and are seeking alternatives to mutual funds or brokerage wrap accounts.
Antares Investment Management manages investments for clients who want disciplined, independent thought applied to their portfolio.
Lionridge Capital Management is an independent asset management firm following a disciplined value approach, with a mission to protect and grow clients' capital in a rational and consistent manner. Your lifestyle and your legacy are dependent on how well your money is managed - Lionridge strives to help clients achieve financial peace of mind.
Harness Investment Management is a wholly-owned subsidiary of Purpose Advisor Solutions ("PAS") and is the registrant for PAS.