We provide investors with an institutional approach to portfolio management, backed by in-depth analysis and academic research to capitalize on ever changing uncertainties in the global financial markets.
We believe clients benefit from customized portfolio management. Unlike some of our peers, we have no predefined model portfolios into which every client account must fit. Each client situation is unique and uniquely structured. We strive to be optimally sensitive to each client’s individual financial goals, objectives, and risk tolerance.
Since our inception in 2005, we have committed to serve a limited number of clients to ensure you will have an in-depth personal relationship with our team.
The primary benefit of a fee-only advisor is the ability to provide objective direction to clients and to research the universe of investment opportunities without being influenced by any potential benefits. Next Generation Wealth Management was founded in 2005 with the humble premise that advice should not be influenced by commissions – a novel idea that still exists today.