Active portfolio management led by Todd Gordon, Partner, Director of Investments, and CNBC contributor
At New Age Wealth we believe that too many wealth advisors and portfolio managers are stuck using an analog approach in the new digital economy.
We see the world as undergoing a digital revolution that is redefining the way we interact socially and professionally. Technology is evolving and being integrated into our lives faster than ever. The pandemic certainly accelerated that move, but it was already well underway prior to the onset of the pandemic. The increased adoption of disruptive technologies in all sectors of the US economy is increasing the quantity and speed of information flow, as well as challenging traditional valuation models. As a result, investors are faced with many challenges to understand, adopt, and invest in globalized and modernized companies that are disrupting and driving the financial markets.
Our Co-Founder and Head of Investments Todd Gordon takes a top-down approach to portfolio management in the equity, fixed income, option, and crypto markets.
After the initial discovery phase of getting to know a client on a personal level, understanding their tolerance for risk and desired reward, and developing an individual planning and tax strategy action plan, we will recommend an allocation mix of the 4 portfolios. A majority of our clients fit within one of these allocation models to meet their needs and goals.