New Century Partners-The No-Load Group, Inc.

New Century Partners – The No‑Load Group advises individuals and small businesses, with a client base that is primarily non‑high‑net‑worth, offering discretionary portfolio management and comprehensive financial planning services such as retirement, estate, tax, education, and cash/debt planning. The firm operates on a fee‑only basis and generally prefers clients with account sizes around $250,000, though minimums can be negotiated.

The firm’s investment approach emphasizes diversified allocations to no‑load mutual funds and ETFs selected for established track records, with asset allocation between stocks and bonds set according to each client’s risk tolerance; the adviser discourages frequent trading and avoids concentrated or high‑volatility sector funds. Management is discretionary, fees are asset‑based rather than performance‑linked, and clients’ assets are held with an independent custodian.

Distinctive for a small advisory practice, New Century Partners has an affiliation with a practicing certified public accountant and its principals hold accounting and financial planning credentials, which supports integrated tax planning and preparation alongside investment advice. The firm has been in business since 1995 and manages about $59 million for roughly 205 clients, reflecting a long‑standing, modestly sized practice that emphasizes no‑load fund strategies rather than serving high‑net‑worth or institutional mandates.