New era investments

New Era Investments is a financial services company that provides investment management and wealth management solutions to individuals, families, and institutions. Here are some key points about New Era Investments:

History: New Era Investments was founded in 2004 by a team of experienced investment professionals with a focus on providing customized investment solutions to clients.

Services: The company offers a range of services, including:

  1. Investment Management: New Era Investments provides investment management services to individuals, families, and institutions, with a focus on long-term growth and income generation.
  2. Wealth Management: The company offers wealth management services, including financial planning, retirement planning, and estate planning.
  3. Portfolio Management: New Era Investments provides portfolio management services, including asset allocation, security selection, and risk management.
  4. Retirement Plan Services: The company offers retirement plan services, including 401(k), IRA, and other retirement plan solutions.

Investment Philosophy: New Era Investments follows a disciplined investment approach that is based on a combination of fundamental analysis, technical analysis, and quantitative models. The company's investment philosophy is centered around the following principles:

  1. Long-term focus: New Era Investments takes a long-term view when making investment decisions, with a focus on generating returns over the next 3-5 years.
  2. Diversification: The company believes in diversifying a portfolio across different asset classes, sectors, and geographies to minimize risk.
  3. Active management: New Era Investments actively manages portfolios, making adjustments as needed to respond to changes in the market and the economy.
  4. Risk management: The company prioritizes risk management, using a variety of techniques to minimize potential losses and maximize returns.

Awards and Recognition: New Era Investments has received several awards and recognition for its investment performance and services, including:

  1. Forbes Best-in-State Wealth Advisors (2020)
  2. Financial Times Top 300 Wealth Managers (2020)
  3. Barron's Top 100 Independent Financial Advisors (2019)

Fees and Minimums: New Era Investments charges fees based on the services provided and the size of the portfolio. The company's fees are as follows:

  1. Investment Management: 0.50% to 1.00% per annum, depending on the size of the portfolio.
  2. Wealth Management: 0.50% to 1.50% per annum, depending on the size of the portfolio.
  3. Portfolio Management: 0.25% to 0.50% per annum, depending on the size of the portfolio.

The company's minimum investment requirements vary depending on the service and the type of account. For example, the minimum investment for a managed account is typically $100,000 to $500,000.

Conclusion: New Era Investments is a financial services company that provides investment management and wealth management solutions to individuals, families, and institutions. The company's investment philosophy is centered around a long-term focus, diversification, active management, and risk management. New Era Investments has received several awards and recognition for its investment performance and services, and charges fees based on the services provided and the size of the portfolio.