The New Century Way
New Century Investments is committed to providing our clients with the best possible experience and financial advice. Our core values guide everything we do, from the way we interact with our clients to the services we offer. We believe that by adhering to these values, we can provide an exceptional level of service and create lasting relationships with our clients.
Our Story
It all started in the early 90s when a CPA and tax advisor noticed that many of their tax clients were paying too much money in high fees and commissions to their brokers, and the brokers clearly did not have the client’s best interest in mind. Many portfolios were mismanaged, high cost, not tax-efficient, and not diversified – and clients were not getting the best results, or best service possible.
This CPA decided to do something about it.
It was clear that they could offer a much more holistic service that was fee-only and had the client’s best interests at heart. They had a colleague in the industry who also ran a tax office, who was knowledgeable in tax, but what made this colleague unique was he was highly educated and skilled in investing. He led investment seminars educating the public on no-load portfolios.
After approaching their colleague, they determined that they could offer superior portfolio management that was personalized, lower cost to the clients, managed on proven fundamentals and integrated with tax-focused financial planning. This way the client could receive the benefit of their portfolio being managed with an eye to tax efficiency.
And so, New Century Investments was founded in August of 1995.
As a fiduciary, fee-only, financial advisor firm, New Century Investments and its advisors have been on the same side of the table as their clients from day one, and they don’t charge any commissions or receive any referral fees. This means that they are able to provide unbiased financial advice that is in the best interest of their clients.
In 2018, New Century Investments brought on its newest partner, Matt Ward. With a focus on enhancing the value of services provided to clients, he has been an asset to the company. Under Matt’s leadership, New Century Investments has continued to evolve, providing even more comprehensive wealth planning and investment management services to entrepreneur business owners, corporate executives, retirees, and pre-retirees in the Dallas-Fort Worth area and beyond.
What began exclusively as an investment management firm for tax clients has evolved into the full-service tax-focused financial management firm today.
New Century Investments is able to provide a complete financial solution for businesses and individuals, with a focus on minimizing taxes and maximizing returns. Tax preparation and planning, bookkeeping, and financial statement analysis services are offered through Andrea Ward, CPA. Financial planning, strategic advisory, and investment management are offered through New Century Investments.
The New Century Investments team has the experience and expertise to help clients reach their financial goals. With over 90 years of combined experience in the financial services industry, they have the knowledge and skills to provide comprehensive wealth management services.
New Century Investments is a Registered Investment Advisor. They are also a proud supporter of the CFP Board’s Center for Financial Planning. New Century Investments is committed to providing the highest level of service to their clients. They are available to answer any questions and address any concerns that their clients may have.
At New Century Investments, “We Know Money Matters.”
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- Integrity: We always act with integrity, honesty, and fairness. We uphold the highest ethical standards in everything we do.
- Transparency: We are open and transparent in our communication with clients, our employees, and other outside advisors.
- Respect: We treat everyone with respect, regardless of position or title. We treat all clients with respect, regardless of background or beliefs.
- Diversity: We value diversity and respect the unique perspectives of each individual.
- Growth and Prosperity: We are committed to helping our clients grow and prosper. We believe that by supporting the success of our clients, we can help create a thriving economy.
- Excellence: We strive for excellence in everything we do. We are committed to continual learning and improvement. This includes advanced education courses and more.
- Innovation: We encourage creativity and embrace new ideas.
- Teamwork: We work together as a team to provide the best possible service and experience to our clients.
- Dedication: We are dedicated to our clients and always put their needs first.
- Discipline: We are disciplined in our approach to investing, which means we always stay focused on our long-term goals.
- Communication: We believe open and frequent communication is essential to maintaining a strong relationship with our clients.
Our Philosophy
INTEGRITY IS OUR PRIORITY
The client comes first. Whether you are an Individual, a Business Owner, or both, each come with a unique set of challenges. With the ever changing tax laws and investment markets, we understand the difficulty involved. We strive to deliver clients with financial expertise that amasses wealth and lowers tax.
In order to achieve financial freedom, there are 3 major considerations – Financial Planning, Investment Planning, Tax Planning. Without knowledge in each function, you’re leaving something on the table.
At New Century Investments, we will…..
- Treat your financial circumstance as if it were our own.
- Be significant investors in the same investments as you, our partners.
- Provide honest, transparent financial advice.
- Not be traders or speculators, and will invest for the long term with a time horizon of at least five years.
- Design intelligent, cost efficient solutions to achieve your financial goals.
- Choose each investment (mutual fund, ETF, etc) with great care, choosing only those with a proven track record, and most importantly, those that impose no front-end or back-end load, and no 12b-1 fees.
- Communicate with you, our partner, regularly, keeping you informed of financial, tax, and investment opportunities.
- Manage your money with great care and always keep your best interest at heart.
We invite you to partner with us at New Century Investments. We are committed to our clients. Contact us to learn more about how we can help you reach your financial goals. Take the next step and schedule your free strategy meeting today!
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