If you are tired of receiving sales-driven calls from your financial advisors,
If you are seeking a peace of mind for your investment,
We are here for you.
We don’t work for big companies but for you.
We don’t sell products to you but help you to achieve your financial goals.
Hourly Financial Planning
We offer hourly financial planning services for you if you need a review of your retirement plan, investments in a 401(k), or a check-up to determine progress in meeting your financial goals. We will charge only for the time we spend to deliver the solutions that you seek. We utilize several professional software such as MoneyGuidePro shown in the following video for assisting our jobs.
Research and Due Diligence Project
We may conduct research and due diligence on Delaware Statutory Trusts for 1031 Exchanges. At the completion of the due diligence process, we will provide a written report on its findings (“written due diligence report”).
We provide individualized asset allocation to you by taking into account of your risk tolerance and investment objectives. We aim to build portfolios that balance risk with returns. We build portfolios based on multi-asset investment strategy that diversifies across asset classes and global geographies by utilizing mutual funds, exchange traded funds, and individual bonds. We utilize serval software such as Riskalyze shown in the following video for assisting our jobs.
New Assets Investment Advisors LLC is a registered investment adviser in the state of California. The adviser may transact business in states where it is appropriately registered, or where it is excluded or exempted from registration. Information presented is for educational purposes only and is not an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser or a tax professional before implementing any strategy discussed herein.