New World Advisors LLC

New World Advisors is a registered investment adviser that provides discretionary investment management, 3(21) retirement plan advisory, and financial planning to individuals, high‑net‑worth clients, trusts, estates and charitable organizations. The firm typically builds diversified portfolios using low‑cost mutual funds and ETFs and may use individual stocks, bonds, options or alternative investments to meet client objectives.

The firm follows a fundamentally driven, primarily long‑term investment approach with ongoing monitoring and periodic rebalancing, while accommodating shorter‑term trading when needed for portfolio adjustments or client cash needs. New World may recommend speculative allocations (for example, limited partnerships, REITs, or oil and gas interests) for clients with the appropriate risk tolerance and may implement strategies through unaffiliated independent managers.

Distinctive features noted in the brochure include managing roughly $885 million in client assets, which produces an unusually large asset base per advisor relative to peers, and the firm’s use of published historical and hypothetical performance information in its materials—practices that are uncommon among similar team firms. The client roster is concentrated on high‑net‑worth households rather than lower‑balance retail clients, and certain advisory personnel are also licensed to implement insurance solutions, a practice disclosed as a potential conflict of interest.