In 1995, a CPA and investment advisor teamed up when they saw firsthand how many of their client’s were being charged commissions by brokers and sold stock after stock – not investing their portfolios in the most cost and tax-efficient way possible. They decided to team up and create a firm that would align its interests with its clients. NCI helps individuals, families, and businesses build their wealth in a tax-efficient way. We are proud to be a no-load investment firm, which means we don’t charge commissions on the products and services we offer. Our only focus is on what’s best for our clients.
New Century Investments is dedicated to providing clients with the highest quality of service and adhering to the strictest ethical standards. Our core values guide everything we do and they are the foundation of our success. We believe that financial success comes from making optimal choices. Our approach is simple: we get to know our clients, understand their needs, and develop personalized plans to help them achieve their financial goals. We take a long-term view of investing, which means looking beyond short-term market volatility to identify opportunities that can lead to real, lasting growth.
We are committed to helping our clients achieve their financial dreams. We work tirelessly on their behalf, always putting their needs first. We promise to communicate openly and regularly so our clients can feel confident we are working hard to help them reach their goals. We carefully weigh all financial factors before making any tax, investment, or financial decision. We invest in the same ETFs and mutual funds that we recommend to our clients, making us significant partners in their success. We are fiduciaries and only recommend what we believe in and is in the client’s best interest.
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