NEW PERSPECTIVES, INC.

Overview

New Perspectives, Inc. is an independent registered investment adviser that concentrates on financial planning and portfolio management for individuals, families and small businesses. The firm operates with a fee model that includes a percentage of assets under management as well as hourly and fixed fees, which supports both ongoing advisory relationships and project-based planning work. Its public filings show a bias toward pooled public funds and ETF strategies rather than direct stock-picking, with a clear emphasis on broad fixed-income and mutual fund allocations across client portfolios. The firm does not identify as an active ESG investor and is not positioned as a pension consultant or multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices