Newman Dignan & Sheerar helps clients pursue financial independence by providing unbiased, objective guidance. ND&S has direct access to proprietary research for the economy, the financial markets, and the individual companies and funds. Our investment committee manages a Focus List of individual stocks, managed funds, index funds and exchange traded funds. The Director of Research is responsible for developing and analyzing all our selected research sources. Each committee member provides a specific area of expertise including fixed income and equity industry sectors. Committee members collaborate in managing the selection process of active/passive funds in our clients’ portfolios. Collectively, we apply our best ideas to construct and update our clients’ portfolios using value-based matrices as part of the decision making process.
We bring together all of this knowledge and experience to formulate an appropriate portfolio structure that is closely monitored. Our decision making takes into consideration the following criteria:
Portfolios and their holdings are tracked for performance and value.
Our goal as professional investment advisors is to provide investment results that fit our clients’ long-term goals and are commensurate with their risk tolerance.
We differentiate ourselves from other firms by providing a senior relationship manager and portfolio manager for every client. Our experienced team of professionals work collectively to address the goals and objectives of each client.