Newton One views client relationships as a multi-layer responsibility. The first goal is that our Plan Sponsors employ the most current, compliant, and tax efficient Plan offerings at the lowest cost available. Our next obligation is to educate and engage employees so they can best utilize the Plan offerings to identify and achieve their retirement saving goals.
We will assist with the analysis and negotiation of all Plan fees and vendor services. Newton One Investments has no affiliation with Mutual Fund Providers, allowing conflict free recommendations on low-cost, high-performing Plan Provider and Investment solutions.
Newton One will inform and engage employees in an understandable and meaningful communication Plan. We evaluate participant behaviors and work with the Plan committee to develop targeted education strategies that can help employees establish and achieve desired retirement outcomes.
Disclaimer: Newton One Investments, LLC is an investment adviser registered with the Securities and Exchange Commission with its principal office in Newark, Delaware. Newton One Investments may only transact business in those states it has appropriately filed, or qualifies for an exemption or exclusion from filing requirements.The information contained on this website is distributed for informational purposes only and should not be considered investment advice or a recommendation of any particular security, strategy or investment product. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. The information contained on this website is believed to be accurate as of the date submitted, and is subject to change. Any projections, targets, or estimates on this website are forward looking statements and are based on Newton One Investments’ research, analysis, and assumptions made by Newton One Investments. There can be no assurances that such projections, targets, or estimates will occur and the actual results may be materially different. Other events were not taken into account in formulating such projections, targets, or estimates may occur and may significantly affect the returns or performance of any accounts and/or funds managed by Newton One Investments. Any individuals or institutions who are interested in Newton One Investments’ advisory services should review Form ADV Part 2, which is available upon request, and should discuss their own objectives and the capabilities of Newton One Investments in detail with a representative of Newton One Investments.