About NewSquare

You want to be confident that your investments give you an edge. Learn how our community of experienced, passionate portfolio managers are pursuing better investment outcomes for you.

Sound strategies

Our suite of investment strategies is designed with one goal in mind: to help you reach your financial goals. We offer sound investment solutions tailored to a wide range of investor needs.

Data-driven insights

We believe new ideas and time-tested approaches are keys to successful investing. We share our best thinking and powerful ideas from industry luminaries to help you avoid investment pitfalls.*

“It’s really quite simple: We study what has worked through the decades. That knowledge is combined with new ideas. We listen carefully to our clients and execute with discipline and conviction. Passionately.” —JOSEPH S. RIZZELLO, CHAIRMAN AND CEO

Get to know NewSquare