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"The beginning is the most important part of the work "
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New Frontiers Wealth Management is an independent investment advisor. We do not hold assets for our clients. New Frontiers Wealth Management exercises only a limited power of attorney to direct client trades within the client account as per an agreed upon investment policy statement.
The custodian provides an electronic link and other back office support to New Frontiers Wealth Management, which allows us to direct and monitor client accounts on a daily basis.
We are not employees of the custodian, and receive no compensation from them for placing trades through them. We choose our custodians based on the best combination of services, cost to our clients and their financial strength. No one ever has to worry about the financial integrity of our custodians.
