Newhouse Integrated Financial Advisors LLC

Newhouse Integrated Financial Advisors LLC provides discretionary portfolio management and financial planning to individual and high‑net‑worth clients. As of December 2024 the firm reported roughly $29.8 million in discretionary assets under management across five client relationships and generally charges fees based on a percentage of assets.

The firm combines fundamental analysis with modern portfolio theory and follows a long‑term trading approach, documenting client goals and risk tolerance in individual investment policy statements and operating with discretionary authority in most accounts. Portfolios commonly include mutual funds, ETFs, equities, fixed income and TIPS and, when appropriate, may incorporate venture capital funds or private placements, with accounts reviewed at least quarterly and custodial statements provided to clients.

The firm’s principal also maintains an accounting practice and is active as a real‑estate broker, affiliations the brochure discloses and that could present potential conflicts when accounting services or commission‑based real‑estate offerings are suggested to clients. The combination of a solo adviser managing a small number of relatively large accounts and the occasional use of private placements or venture capital investments is atypical for peers in this category.