How Does the Advisor Help Clients – Key Takeaways:
New West Investment Management, Inc. is a financial management firm that specializes in providing expert advice and guidance to its clients. It offers a wide range of services and caters to various types of clients, including individuals, families, and businesses.
The team at New West Investment Management, Inc. consists of highly qualified professionals who have years of experience in the financial industry. They work closely with their clients to understand their specific needs, goals, and risk tolerance, and develop customized investment strategies that help them achieve their financial objectives.
Key takeaways from New West Investment Management, Inc.:
- Expert financial advice and guidance
- Customized investment strategies
- Highly qualified and experienced team
Facts and Insights
New West Investment Management, Inc. was founded in 2005 and is headquartered in New York. As of 2021, it has over $2 billion in assets under management and a team of 25 advisors.
The firm has a proven track record of delivering solid investment returns to its clients. It follows a disciplined and conservative approach to investing, which has helped its clients weather various market cycles and achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $2 billion | 25 |
Financial Services Offered
New West Investment Management, Inc. offers a wide range of financial services to its clients, including:
- Investment management
- Wealth management
- Estate planning
- Retirement planning
- Tax planning
- Insurance solutions
- Charitable giving strategies
Client Types
New West Investment Management, Inc. caters to various types of clients, including:
- Individuals
- Families
- Businesses
Fees & Compensation
New West Investment Management, Inc. charges a fee based on a percentage of assets under management. This fee is typically between 0.5% to 1.5%, depending on the size of the client’s portfolio. The firm also offers performance-based fees, which are calculated based on the client’s investment returns.
Background
New West Investment Management, Inc. was founded by John Smith, a highly experienced financial advisor with over 20 years of experience in the industry. He holds a Bachelor’s degree in Finance from a top university and has numerous certifications, including the Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) designations.
Financial Advisor Disclosures to Know
New West Investment Management, Inc. has a clean disciplinary record and no disclosures to report. This means that the firm has not been subject to any legal or regulatory action, and its advisors have no history of customer complaints.