NEW ERA INVESTMENTS LLC

Overview

New Era Investments LLC is an independent, individual-owned RIA that serves primarily individual and family clients. The firm combines portfolio management and financial planning with insurance brokerage, and it acts as a capital allocator that hires third‑party managers when appropriate. Its advisory services include direct portfolio management for individuals and small businesses, financial planning, and the selection of outside advisers. Fees are charged through a mix of AUM-based percentages, fixed fees, and other arrangements. The firm does not position itself as an ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices