Investment Philosophy
Our philosophy is simple: If we do right by our clients, the rest will take care of itself.
“It’s not complicated. We rely on what has proven to work over the long term, based on facts, not hunches or impulses. I invite you to learn more about how we think and execute for the benefit of our investors.” —RYAN L. KIRK, CFA, PRESIDENT AND HEAD OF PORTFOLIO MANAGEMENT
Do you share our
frustration?
…with investment managers who deliver disappointing outcomes and charge high fees?
We aim higher. Our investment strategies are sound, and we manage cost and risk. You have clear goals for your investments. We offer solutions that can help you reach them.
We are invested the same way. That is because we firmly believe our strategies will pay off for informed, long-term investors – you and us.
The NewSquare Edge
We live in exciting times. There has never been a better time to be an investor. The data we access is rich, and we have powerful tools for analysis. We are informed by decades-long research on what works. And we are connected with experts — some of the best minds in the industry, in our opinion.
We focus on approaches that have stood the test of time. And, we are always seeking to improve with new ideas and design smarter investment solutions. That way, you, as an investor, won’t be left behind.
Wealth is built over the long term
There are some knowns. Markets will move up, down, and sideways. No one can consistently time the market. There is no shortage of things to worry about. But long-term investors can take comfort in knowing that patience tends to be rewarded over time.
Clear, straightforward, and open communication
One of the many ways we build trust with our clients. We try to avoid industry jargon. Instead, we communicate simply and clearly. We believe that’s how we can build long-time, rewarding partnerships with our investors.
“Our clients trust us because they know that as a true fiduciary, we have only one objective: to do what is best for them. We do that by building customized solutions that fit their unique situation.” —MIGUEL L. BIAMON, SENIOR FIXED INCOME PORTFOLIO MANAGER
Our Guiding Principles
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Success in investing comes from sound strategies that focus on:
Wealth creation and capital preservation over ever-changing market cycles.
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Focusing on the news headlines does not lead to investment success.
We listen carefully to the market, not the news.
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The best investment processes are based on facts and objective data.
We don’t spend our time speculating about what might happen.
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Discipline!
We stick to our processes, knowing that they are designed to deliver long-term outcomes. All so you can reach your financial goals.
“We believe that to be successful in the long run, you have to manage risk. It starts with having a solid plan in place before problems occur. Then, you need the discipline to execute, even in times of market volatility.” —GANG ZHOU, PORTFOLIO ANALYST
In investing, there will be times of disappointment. To be successful, you need a sound risk management strategy that is executed with discipline.
At NewSquare Capital, risk management is:
Proactive and deliberate
We actively design investment strategies to accommodate the goals and risk tolerance of our investors. That’s why we offer a range of investment strategies, in equities and fixed income, that provide exposure to different levels of risk.
Upfront and
frank
We believe risk management is often not well understood in our industry. And we believe the time to start talking about risk management is in the first conversation with investors. So we initiate the conversation, to learn, explore, and educate.
Integral
How we manage risk in the portfolios we offer differs. What does not differ is how we address and consider risk at every step in the investment process. It is always an integral and explicit part of our thinking and actions.
Holistic
Not just in investments, but in all we do, risk management is a priority. Recognizing the complex environment in which we operate, we consider and address risk firm-wide in a robust, proactive, and comprehensive fashion.
We love to talk about risk management!
Contact us to learn more about how we manage risk for our investors. Contact usInvestment strategies
We are pleased to offer a suite of differentiated investment strategies that are designed to help you reach your long-term financial goals.
We believe that informed investors stand the best chance of success and invite you to learn more about our investment strategies below.
Growth strategies
For long-term investors who seek growth of capital.ETF* Portfolios
The NewSquare Relative Strength Series is a suite of portfolios for investors who want long-term growth opportunities, but who also want a systematic way to manage risk in down markets. Investing in low-cost, tax-efficient exchange-traded funds (ETFs), the Relative Strength Series uses a rules-based methodology that aims to align with the strongest intermediate- to long-term trends in major asset classes and sectors. Its goal: pivot between wealth accumulation (offense) and wealth preservation (defense) by dynamically “tilting” toward the strongest areas of the market.
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The NewSquare Strategic Series is a suite of portfolios designed for investors who want to manage portfolio risk with diversification, but also seek growth opportunities through supplemental investments in demand-driven sectors. The portfolios invest in exchange-traded funds (ETFs), which offer cost-effectiveness and tax efficiency. Investors can lock in an asset allocation ratio of equity/fixed income blends: Strategic 40/60, Strategic 60/40 or Strategic 80/20. Within that framework, the Strategic Series uses relative performance analysis to emphasize areas of each asset class with the potential to outperform.
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The NewSquare Macro Series is a suite of portfolios designed for investors who want to combine long-term growth with an innovative risk management strategy guided by macroeconomic analysis. Investing in exchange-traded funds (ETFs), which offer cost-effectiveness and tax efficiency, the portfolios can pivot across geographic regions, asset classes, and sectors. The investment team conducts a wide-ranging analysis of fundamental macroeconomic conditions and attempts to position the portfolios—whether Aggressive, Moderate, or Conservative—to produce attractive risk/returns over the long term.
View strategy detailsIndividual Equity Portfolios**
The NewSquare Relative Strength Individual Equity Growth Portfolio is designed for investors who want focused exposure to some of the market’s best growth opportunities, but also want a disciplined way to help preserve capital in down markets. It is an individual stock portfolio, holding a range of 20 to 30 stocks in diversified market sectors, capitalizations, and style boxes.
The portfolio uses both fundamental and technical analyses to select leading growth companies with strong market demand. It also has a specific strategy for protecting capital: When market demand weakens, it reduces stock exposure by shifting assets to cash until market signals demonstrate a clear revival in demand. The overall goal is to limit the impact of negative market environments along the path to wealth accumulation.
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The NewSquare Relative Strength Individual Equity Dividend Portfolio is for investors who want focused exposure to growth and income, but also want a disciplined way to protect capital in down markets. It is an individual stock portfolio, holding a range of 20 to 30 dividend-paying stocks in diversified market sectors, capitalizations, and style boxes.
The portfolio uses both fundamental and technical analyses to select a combination of leading dividend-paying companies as well as growth companies with strong market demand. It also has a specific strategy for protecting capital: When market demand weakens, it reduces stock exposure by shifting assets to cash until market signals demonstrate a clear revival in demand. The overall goal is to limit the impact of negative market environments while providing investors with a consistent stream of income and long-term growth.
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The NewSquare Dividend Focus Strategy is a portfolio for investors who seek consistent and relatively high income. The portfolio is built around a long-term allocation of dividend-paying common stocks of U.S.-based Fortune 1000 companies. It uses fundamental valuation and technical analysis to shift between companies to capture benefits from valuation, price momentum, and yield changes.
View strategy details** Could hold limited allocations to other security-types when appropriate
Income strategies
For investors looking for solutions that provide a stream of income.Etf* portfolios
The NewSquare ETF Tax-Exempt Bond Strategy is a bond portfolio for investors who seek a combination of tax-free income and long-term capital appreciation. Investing in exchange-traded funds (ETFs) comprised of municipal bonds in the U.S., the strategy aims for low volatility and enhanced risk-adjusted returns through duration positioning and security selection. The portfolio is built around a long-term, strategic allocation that typically includes investments in high-quality, investment-grade municipal bonds, which may be supplemented with taxable fixed income securities for diversification and/or to seek relative value opportunities.
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The NewSquare ETF Taxable Bond Strategy is a bond portfolio for investors who seek income and long-term capital appreciation. The portfolio aims for low volatility and enhanced risk-adjusted returns through duration positioning, sector allocation, and security selection. It uses exchange-traded funds (ETFs) to build a long-term, strategic allocation that typically includes investments in high-quality, investment-grade corporate notes/bonds, mortgage-backed securities, federal agency securities, and U.S. Treasuries.
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The NewSquare Total Return ETF Strategy is a global, multi‐sector, fixed income-focused strategy for investors who seek both income and long-term capital appreciation. Using exchange-traded funds (ETFs), which offer cost-effectiveness and tax efficiency, the strategy offers the relatively low risk levels of a diversified fixed income portfolio augmented by limited supplemental investments in equity and alternative asset classes. An extension of the NewSquare Macro Series, the strategy is driven by the macroeconomic analysis of our seasoned management team.
Individual bond Portfolios**
The NewSquare Individual Tax-Exempt Bond Strategy is a bond portfolio for investors who seek a combination of long-term capital appreciation and tax-free income. The portfolio aims for low volatility and enhanced risk-adjusted returns through duration positioning and security selection. It is built around a long-term, strategic allocation that typically includes investments in high-quality, investment-grade municipal bonds, which may be supplemented with taxable fixed income securities for diversification and/or to seek relative value opportunities.
View strategy details
The NewSquare Individual Taxable Bond Strategy is an individual portfolio for investors who seek income and long-term capital appreciation. The portfolio uses macroeconomic analysis to aim for low volatility and enhanced risk-adjusted returns through duration positioning, sector allocation, and security selection. It is built around a long-term, strategic allocation that typically includes investments in high-quality, investment-grade corporate notes/bonds, mortgage-backed securities, federal agency securities, and U.S. Treasuries.
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NewSquare has developed this investment offering as a cash and Money Market alternative. We seek to preserve capital and have a goal of offering yields in excess of Money Market rates. The portfolios are centered around excellent credit quality and high levels of liquidity. We have the ability to tailor the account to meet your individual needs, considering liquidity-requirements and product-specific structure.
View strategy details** Could hold limited allocations to other security-types when appropriate