How It All Started

It all started in the early 90’s when Andrea Ward, CPA noticed many of her tax clients being sold high commission investment products and convinced to frequently buy-and-sell their investments by their brokers. The clients were being churned.  This not only diminished returns, but also created negative tax consequences.  The client accounts were failing to keep up with the market, and their broker was making out ahead.

Not agreeing with this model, Andrea realized she could help provide another level of service for her tax clients.  Andrea Ward, CPA had a colleague in the industry, Mike Fletcher, Investment Advisor.  Mike held investment seminars educating individuals on portfolio design and investment strategies using low-cost, no-load mutual funds.  Mike brought investment analysis and portfolio design, while Andrea brought sophisticated tax and financial planning.

In August of 1995,  Andrea and Mike formed New Century Partners – The No-Load Group.

New Century Partners was formed as just that, a No-Load Independent Investment Advisory Firm. New Century Investments does not charge commissions, nor do any of our advisors sell investment or insurance products. New Century Investments provides transparent investment and financial advice to those seeking guidance.

At New Century Investments, we know money matters.


Our Promise

We promise to treat each financial decision with great care.  We are significant partners alongside our clients, using nearly all of the same investments in our own portfolios.  We strive to provide clear, transparent, and consistent communication with our clients, as candidly as possible, to ensure their financial assets are positioned to accumulate long-term wealth.


Meet Our Staff

 

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LEARN MORE ABOUT OUR TAX PARTNER  Andrea Ward, CPA