How? We think it boils down to the NewSquare Edge:
We are experienced and passionate portfolio managers who pursue better investment outcomes for our clients.Learn More
Investment solutions that seek to grow and protect your wealth.Learn More
Investing can be emotional. We are confident that the consistency and discipline we offer help manage emotions and maintain focus.Learn More
We use robust technology. We base our decisions on deep research. We trust data to inform our decisions.Learn More
We address and consider risk at every step in the investment process.Learn More
This is our mission: To earn the trust of our clients by delivering excellence in both long-term investment solutions and client service.
At NewSquare Capital, we work as a team. Because two heads are better than one, and three are better than two.
We collaborate with some of the best minds in the industry – investment professionals with long and broad experience.* They make our decisions better by bringing deep expertise and diverse perspectives.
Investing with NewSquare makes you part of this community that passionately seeks better investment outcomes.Meet our team
“At NewSquare Capital, our goal is not to eliminate risk or volatility, but instead to reduce the long-term impact of losses in an orderly way. That’s how we seek to maximize investor outcomes over time, no matter what’s happening in the markets.”RYAN L. KIRK, CFA, PRESIDENT AND HEAD OF PORTFOLIO MANAGEMENT
Our clients have told us what they look for: Solutions that can help them feel confident about their financial futures.
We help them do that by combining innovative thinking with proven investment approaches.
Our best thinking is different from the rest. We base it on research. We strive to remove blinders and biases. We focus on smartly responding as markets move up, down, or sideways. All so we can take advantage of opportunities for growth and protect capital in difficult markets.Explore our offerings
“Discipline is choosing between what you want now and what you want most.”—ABRAHAM LINCOLN
There is no substitute for following a disciplined approach.
At NewSquare, we listen carefully to the market. We don’t try to predict its future – it is inherently unpredictable. We take the long-term perspective: We see time as an asset and aim to build wealth over time.
We believe emotions can only derail decisions. It’s not always easy to stay the course when investors seem consumed by fear or greed, but those may be the moments that separate the good investor from the unsuccessful.Learn about our approach
“For investment success, there are two key challenges: designing an investment strategy that can deliver and executing that strategy with discipline. The latter proves to be the hardest of the two.”—JOSEPH S. RIZZELLO, CHAIRMAN AND CEO
Information technology has radically changed the world. That is also true for investing.
And investors benefit. With rich and timely information – and powerful technologies to help analyze it – we can make better decisions – faster and cost-efficiently.
Technology significantly enhances investment processes that have been around for over 100 years and have stood the test of time. For all of our processes, we rely on technology to gain critical, accurate, and timely information. Then we execute, for the benefit of our investors.Learn about our approach
“When it comes to managing risk, the verb is the operative word. It is an ongoing process of consciously and skillfully focusing on the risk that investors are exposed to, through changing markets and as investors’ goals evolve. It’s key to everything we do.”—RYAN L. KIRK, CFA, PRESIDENT AND HEAD OF PORTFOLIO MANAGEMENT
Risk is a given—in life, in business, and in investments. How it is managed can make the difference between missing the mark or meeting investment goals.Learn how we approach risk
Meet our team
Our TeamA team of passionate, innovative thinkers with extensive experience and a mission of delivering investment solutions that help clients build, grow, and protect wealth.
Joseph S. Rizzello CHAIRMAN AND CEO
In Joseph, NewSquare has a true industry veteran at the helm. Perhaps not as expected in this industry is what else he brings to the role: a rare combination of rock-solid experience with a sunny and charismatic personality, youthful enthusiasm, and a refreshing thirst for knowledge.Meet Joseph
Ryan L. Kirk, CFA President and Head of Portfolio Management
Calm. Cool. Collected. In control and on top of things. That’s Ryan at work: keeping his cool when markets act up and emotions run high. Until he comes home, when four little ones with boundless energy are in charge, and the issues are of a very different nature. That’s when staying calm under pressure takes on a whole different meaning.Meet Ryan
Christy L. Hart Director of Operations & Client Relations
Ensuring NewSquare’s growing business operates smoothly requires skills: analytics to diagnose issues, creative problem solving to find improved solutions, great communication, resourcefulness, and patience. How fortunate, then, that those are the exact skills Christy hones at home as she is shepherding her herd of three lively young children.Meet Christy
Matthew G. Wilson Chief Compliance Officer
When not wrestling with issues of financial industry compliance, you’re likely to find Matt watching one of his children’s extracurricular activities or knee-deep in various board roles for the Little League. There, as is no surprise to his colleagues, he is known as the one who manages to keep his cool when others are losing theirs.Meet Matthew
Miguel L. Biamon Senior Fixed Income Portfolio Manager
Miguel loves helping investors accomplish their goals. How? Miguel says his favorite pastime, golf, and investing have a lot in common. One key to success is controlling your emotions. Don’t get overconfident when things go well. Don’t despair when they don’t. So maybe his calm, quietly confident nature helps explain why he is so good at both?Meet Miguel
Lee S. Grout, CFA SENIOR PORTFOLIO MANAGER
After spending more than 20 years in a successful career in portfolio management and investment research, Lee had an opportunity to pivot. Time for more travel, golf, and barbeque, Lee thought, and hit the road. Until NewSquare contacted him. That’s when Lee realized getting back in the game was exactly what he wanted to do next.Meet Lee
Steve Jones Director of External Distribution
Not often found at his desk, Steve probably knows the ins and outs of the Tri-State area better than most. Not only does his job take him on the road and all over our region, but so do the two hobbies he is passionate about: playing music in venues around the Philadelphia area, and working on his golf game.Meet Steve
Gang Zhou Portfolio Analyst
Being far from home—which is Dalian, China—energizes Gang. There’s so much to explore and learn here in a country so different from his own. At work, Gang also thrives on new challenges. With NewSquare since 2015, Gang has seen that in a rapidly growing business, the challenge of the day is likely to be quite different from the previous day’s. And that suits him just fine!Meet Gang
Ashley M. Romanoski Client Service Specialist
Growing up in a large, complex, and loving family may be an excellent training ground for client service. Or was it in sports that Ashley honed the fine art of dribbling that she now exhibits every day at work? Wherever she picked up those skills, we at NewSquare, and our clients, are grateful she is the captain of client service.Meet Ashley
Morgan P. Murphy Operations Associate
A problem-solver with a positive attitude and a sense of humor is an asset for any team. Morgan is seemingly always up for a new challenge. What keeps her going? She says a delicious cup of coffee – iced latte in the summer, please – is part of the answer. When not at work, you might find Morgan with some of her friends checking out one of the area’s hot new restaurants.Meet Morgan
Shelley McGovern Agency Assistant
Shelley learned early that life experience is an invaluable asset when it comes to doing a challenging job well. She brings it all to bear at NewSquare, the lessons learned from growing up in a large family, studying at Gwynedd Mercy University, raising her three children, and juggling positions in a real estate firm and financial services.Meet Shelley
Advisory boardDeep and varied industry expertise. A passion for investing. Outspoken. Engaged. That’s why our advisory board gives us an edge.
As an investor, are you set up for success?We believe that informed investors — those who
seek to really understand how their investments are managed — are best set up for success . Learn about investing at NewSquare